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 | $175,822 | $155,788+12.9% | $124,672+41.0% | $167,490+5.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.11% | 17.97%-4.9pp | 5142.93%-5129.8pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,093 | $4,163-1.7% | $3,324+23.2% | $4,837-15.4% |
| Participant deferral / active EE | $6,405 | $5,673+12.9% | $4,614+38.8% | $6,341+1.0% |
| Admin fee / account holder | $474 | $9,531-95.0% | $7,493-93.7% | $12,309-96.1% |