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 | $99,906 | $202,318-50.6% | $172,739-42.2% | $152,861-34.6% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 29.11% | 1029.65%-1000.5pp | 802.84%-773.7pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,824 | $5,856-51.8% | $5,143-45.1% | $4,762-40.7% |
| Participant deferral / active EE | $11,784 | $5,948+98.1% | $5,198+126.7% | $5,850+101.4% |
| Admin fee / account holder | $1,055 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |