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 | $77,849 | $57,281+35.9% | $86,612-10.1% | $75,163+3.6% |
| Participation rate | 82.1% | 63.2%+18.9pp | 71.7%+10.4pp | 67.2%+15.0pp |
| Annual return | 19.32% | 2670.75%-2651.4pp | 591.07%-571.7pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,498 | $3,318+65.7% | $4,438+23.9% | $4,125+33.3% |
| Admin fee / account holder | $7,086 | $4,112+72.3% | $5,614+26.2% | $5,651+25.4% |