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 | $180,744 | $104,907+72.3% | $84,611+113.6% | $152,861+18.2% |
| Participation rate | 92.9% | 74.8%+18.0pp | 68.2%+24.6pp | 82.4%+10.4pp |
| Annual return | 17.67% | 373.79%-356.1pp | 258.74%-241.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $5,400 | $3,302+63.6% | $2,652+103.6% | $4,762+13.4% |
| Participant deferral / active EE | $11,982 | $4,688+155.6% | $3,899+207.3% | $5,850+104.8% |
| Admin fee / account holder | $14,582 | $6,241+133.6% | $4,912+196.8% | $11,596+25.7% |