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 | $99,628 | $88,751+12.3% | $81,812+21.8% | $145,922-31.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 56.18% | 1025.40%-969.2pp | 773.79%-717.6pp | 561.29%-505.1pp |
| Employer contribution / active EE | $5,439 | $3,083+76.4% | $2,912+86.8% | $4,660+16.7% |
| Participant deferral / active EE | $11,353 | $4,643+144.5% | $4,319+162.9% | $6,688+69.8% |
| Admin fee / account holder | $1,847 | $8,415-78.0% | $7,386-75.0% | $13,397-86.2% |