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 | $123,348 | $102,317+20.6% | $146,958-16.1% | $80,856+52.6% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 40.09% | 134.76%-94.7pp | 418.34%-378.2pp | 35.59%+4.5pp |
| Employer contribution / active EE | $3,008 | $3,713-19.0% | $4,933-39.0% | $2,755+9.2% |
| Participant deferral / active EE | $6,469 | $6,644-2.6% | $8,070-19.8% | $4,296+50.6% |
| Admin fee / account holder | $7,478 | $7,941-5.8% | $12,998-42.5% | $6,918+8.1% |