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 5-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 | $97,900 | $88,751+10.3% | $81,812+19.7% | $145,922-32.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 12.94% | 1025.40%-1012.5pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,041 | $3,083+31.1% | $2,912+38.8% | $4,660-13.3% |
| Participant deferral / active EE | $15,559 | $4,643+235.1% | $4,319+260.3% | $6,688+132.7% |
| Admin fee / account holder | $315 | $8,415-96.3% | $7,386-95.7% | $13,397-97.7% |