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 | $123,774 | $104,486+18.5% | $76,817+61.1% | $152,861-19.0% |
| Participation rate | 94.7% | 76.6%+18.1pp | 72.1%+22.7pp | 82.4%+12.3pp |
| Annual return | 36.45% | 1013.37%-976.9pp | 1166.11%-1129.7pp | 345.32%-308.9pp |
| Employer contribution / active EE | $2,619 | $3,116-15.9% | $2,302+13.8% | $4,762-45.0% |
| Participant deferral / active EE | $5,189 | $4,236+22.5% | $3,336+55.6% | $5,850-11.3% |
| Admin fee / account holder | $8,760 | $12,275-28.6% | $6,420+36.4% | $11,596-24.5% |