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 | $176,621 | $100,852+75.1% | $90,404+95.4% | $158,922+11.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 16.52% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $4,990 | $3,689+35.3% | $3,262+53.0% | $4,761+4.8% |
| Participant deferral / active EE | $4,123 | $4,348-5.2% | $3,963+4.0% | $5,982-31.1% |
| Admin fee / account holder | $848 | $6,501-87.0% | $5,611-84.9% | $11,246-92.5% |