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 | $133,241 | $109,817+21.3% | $98,442+35.4% | $167,490-20.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.12% | 1956.69%-1928.6pp | 1492.73%-1464.6pp | 478.56%-450.4pp |
| Employer contribution / active EE | $4,787 | $3,224+48.5% | $2,960+61.7% | $4,837-1.0% |
| Participant deferral / active EE | $8,446 | $4,673+80.7% | $4,276+97.5% | $6,341+33.2% |
| Admin fee / account holder | $859 | $6,753-87.3% | $5,949-85.6% | $12,309-93.0% |