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 | $103,899 | $100,852+3.0% | $90,404+14.9% | $158,922-34.6% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.7%+18.6pp | 82.0%+9.3pp |
| Annual return | 18.28% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,709 | $3,689+54.8% | $3,262+75.0% | $4,761+19.9% |
| Participant deferral / active EE | $8,258 | $4,348+89.9% | $3,963+108.4% | $5,982+38.1% |
| Admin fee / account holder | $4,610 | $6,501-29.1% | $5,611-17.8% | $11,246-59.0% |