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 | $82,521 | $81,625+1.1% | $58,482+41.1% | $139,434-40.8% |
| Participation rate | 94.1% | 61.3%+32.8pp | 50.9%+43.3pp | 80.3%+13.8pp |
| Annual return | 22.18% | 7404.20%-7382.0pp | 4239.32%-4217.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $513 | $1,398-63.3% | $1,053-51.3% | $4,751-89.2% |
| Participant deferral / active EE | $3,423 | $2,557+33.9% | $1,924+77.9% | $6,710-49.0% |
| Admin fee / account holder | $653 | $3,265-80.0% | $2,516-74.1% | $11,403-94.3% |