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 | $119,269 | $102,604+16.2% | $86,188+38.4% | $139,434-14.5% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.0%+22.3pp | 80.3%+11.0pp |
| Annual return | 13.53% | 1922.51%-1909.0pp | 1168.45%-1154.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $6,334 | $3,032+108.9% | $2,380+166.1% | $4,751+33.3% |
| Participant deferral / active EE | $4,189 | $4,676-10.4% | $3,985+5.1% | $6,710-37.6% |
| Admin fee / account holder | $1,824 | $8,657-78.9% | $6,852-73.4% | $11,403-84.0% |