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 | $117,450 | $57,281+105.0% | $86,612+35.6% | $75,163+56.3% |
| Participation rate | 96.8% | 63.2%+33.6pp | 71.7%+25.1pp | 67.2%+29.6pp |
| Annual return | 27.48% | 2670.75%-2643.3pp | 591.07%-563.6pp | 160.62%-133.1pp |
| Employer contribution / active EE | $15,386 | $2,314+564.8% | $3,022+409.1% | $2,670+476.3% |
| Participant deferral / active EE | $5,054 | $3,318+52.3% | $4,438+13.9% | $4,125+22.5% |
| Admin fee / account holder | $3,090 | $4,112-24.8% | $5,614-45.0% | $5,651-45.3% |