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 | $125,763 | $88,751+41.7% | $81,812+53.7% | $145,922-13.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.65% | 1025.40%-1008.7pp | 773.79%-757.1pp | 561.29%-544.6pp |
| Employer contribution / active EE | $4,812 | $3,083+56.1% | $2,912+65.2% | $4,660+3.3% |
| Participant deferral / active EE | $2,864 | $4,643-38.3% | $4,319-33.7% | $6,688-57.2% |
| Admin fee / account holder | $2,582 | $8,415-69.3% | $7,386-65.0% | $13,397-80.7% |