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 | $130,751 | $99,079+32.0% | $77,999+67.6% | $273,961-52.3% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 14.46% | 217.93%-203.5pp | 425.96%-411.5pp | 41.45%-27.0pp |
| Employer contribution / active EE | $6,000 | $3,308+81.4% | $2,470+142.9% | $4,869+23.2% |
| Participant deferral / active EE | $5,675 | $4,306+31.8% | $3,497+62.3% | $5,287+7.3% |
| Admin fee / account holder | $1,467 | $8,954-83.6% | $5,480-73.2% | $10,132-85.5% |