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 | $203,212 | $96,635+110.3% | $86,612+134.6% | $139,434+45.7% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 13.83% | 106.41%-92.6pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,877 | $3,263+18.8% | $3,022+28.3% | $4,751-18.4% |
| Participant deferral / active EE | $9,974 | $4,836+106.3% | $4,438+124.8% | $6,710+48.6% |
| Admin fee / account holder | $6,522 | $6,408+1.8% | $5,614+16.2% | $11,403-42.8% |