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 | $88,434 | $70,587+25.3% | $124,672-29.1% | $85,850+3.0% |
| Participation rate | 76.2% | 64.4%+11.8pp | 74.6%+1.6pp | 69.3%+6.9pp |
| Annual return | 47.79% | 20688.83%-20641.0pp | 5142.93%-5095.1pp | 318.53%-270.7pp |
| Employer contribution / active EE | $2,391 | $1,913+24.9% | $3,324-28.1% | $2,565-6.8% |
| Participant deferral / active EE | $5,946 | $2,969+100.3% | $4,614+28.9% | $3,952+50.5% |
| Admin fee / account holder | $11,175 | $5,282+111.6% | $7,493+49.1% | $6,260+78.5% |