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 | $67,056 | $57,281+17.1% | $86,612-22.6% | $75,163-10.8% |
| Participation rate | 77.4% | 63.2%+14.2pp | 71.7%+5.7pp | 67.2%+10.2pp |
| Annual return | 17.74% | 2670.75%-2653.0pp | 591.07%-573.3pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,307 | $2,314+129.3% | $3,022+75.6% | $2,670+98.8% |
| Participant deferral / active EE | $5,598 | $3,318+68.7% | $4,438+26.1% | $4,125+35.7% |
| Admin fee / account holder | $7,214 | $4,112+75.4% | $5,614+28.5% | $5,651+27.7% |