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 | $128,364 | $100,852+27.3% | $90,404+42.0% | $158,922-19.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 20.96% | 1724.20%-1703.2pp | 1293.02%-1272.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $4,219 | $3,689+14.4% | $3,262+29.3% | $4,761-11.4% |
| Participant deferral / active EE | $5,782 | $4,348+33.0% | $3,963+45.9% | $5,982-3.3% |
| Admin fee / account holder | $3,416 | $6,501-47.5% | $5,611-39.1% | $11,246-69.6% |