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 | $80,530 | $109,817-26.7% | $98,442-18.2% | $167,490-51.9% |
| Participation rate | 93.8% | 75.8%+17.9pp | 73.3%+20.4pp | 82.1%+11.6pp |
| Annual return | 12.18% | 1956.69%-1944.5pp | 1492.73%-1480.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,569 | $3,224+72.7% | $2,960+88.2% | $4,837+15.1% |
| Participant deferral / active EE | $10,368 | $4,673+121.9% | $4,276+142.5% | $6,341+63.5% |
| Admin fee / account holder | $2,192 | $6,753-67.5% | $5,949-63.2% | $12,309-82.2% |