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 | $135,612 | $100,852+34.5% | $90,404+50.0% | $158,922-14.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 7.45% | 1724.20%-1716.8pp | 1293.02%-1285.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $4,810 | $3,689+30.4% | $3,262+47.5% | $4,761+1.0% |
| Participant deferral / active EE | $5,342 | $4,348+22.9% | $3,963+34.8% | $5,982-10.7% |
| Admin fee / account holder | $749 | $6,501-88.5% | $5,611-86.7% | $11,246-93.3% |