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 | $137,422 | $109,817+25.1% | $98,442+39.6% | $167,490-18.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 12.50% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,024 | $3,224+24.8% | $2,960+36.0% | $4,837-16.8% |
| Participant deferral / active EE | $1,703 | $4,673-63.6% | $4,276-60.2% | $6,341-73.1% |
| Admin fee / account holder | $22,567 | $6,753+234.2% | $5,949+279.3% | $12,309+83.3% |