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 | $147,470 | $104,486+41.1% | $76,817+92.0% | $152,861-3.5% |
| Participation rate | 94.4% | 76.6%+17.9pp | 72.1%+22.4pp | 82.4%+12.0pp |
| Annual return | 26.28% | 1013.37%-987.1pp | 1166.11%-1139.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,925 | $3,116+26.0% | $2,302+70.5% | $4,762-17.6% |
| Participant deferral / active EE | $6,844 | $4,236+61.6% | $3,336+105.2% | $5,850+17.0% |
| Admin fee / account holder | $6,109 | $12,275-50.2% | $6,420-4.8% | $11,596-47.3% |