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 | $122,267 | $99,020+23.5% | $86,590+41.2% | $147,584-17.2% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 18.43% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $116 | $3,132-96.3% | $2,839-95.9% | $4,876-97.6% |
| Participant deferral / active EE | $2,024 | $3,972-49.1% | $3,609-43.9% | $5,439-62.8% |
| Admin fee / account holder | $421 | $5,710-92.6% | $4,906-91.4% | $10,885-96.1% |