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 | $122,848 | $99,020+24.1% | $86,590+41.9% | $147,584-16.8% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 21.71% | 1312.34%-1290.6pp | 964.84%-943.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $792 | $3,132-74.7% | $2,839-72.1% | $4,876-83.8% |
| Participant deferral / active EE | $2,668 | $3,972-32.8% | $3,609-26.1% | $5,439-51.0% |
| Admin fee / account holder | $608 | $5,710-89.4% | $4,906-87.6% | $10,885-94.4% |