See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,219 | $88,751+1.7% | $81,812+10.3% | $145,922-38.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 17.14% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,275 | $3,083-58.7% | $2,912-56.2% | $4,660-72.6% |
| Participant deferral / active EE | $5,562 | $4,643+19.8% | $4,319+28.8% | $6,688-16.8% |
| Admin fee / account holder | $3,020 | $8,415-64.1% | $7,386-59.1% | $13,397-77.5% |