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 | $125,695 | $109,817+14.5% | $98,442+27.7% | $167,490-25.0% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 17.05% | 1956.69%-1939.6pp | 1492.73%-1475.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $6,195 | $3,224+92.2% | $2,960+109.3% | $4,837+28.1% |
| Participant deferral / active EE | $8,783 | $4,673+87.9% | $4,276+105.4% | $6,341+38.5% |
| Admin fee / account holder | $1,252 | $6,753-81.5% | $5,949-79.0% | $12,309-89.8% |