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 | $168,189 | $100,852+66.8% | $90,404+86.0% | $158,922+5.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 12.95% | 1724.20%-1711.3pp | 1293.02%-1280.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,800 | $3,689+3.0% | $3,262+16.5% | $4,761-20.2% |
| Participant deferral / active EE | $6,133 | $4,348+41.1% | $3,963+54.7% | $5,982+2.5% |
| Admin fee / account holder | $4,640 | $6,501-28.6% | $5,611-17.3% | $11,246-58.7% |