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 | $144,999 | $100,852+43.8% | $90,404+60.4% | $158,922-8.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 19.11% | 1724.20%-1705.1pp | 1293.02%-1273.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,561 | $3,689-30.6% | $3,262-21.5% | $4,761-46.2% |
| Participant deferral / active EE | $4,571 | $4,348+5.1% | $3,963+15.3% | $5,982-23.6% |
| Admin fee / account holder | $619 | $6,501-90.5% | $5,611-89.0% | $11,246-94.5% |