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 | $164,402 | $100,852+63.0% | $90,404+81.9% | $158,922+3.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 68.16% | 1724.20%-1656.0pp | 1293.02%-1224.9pp | 302.83%-234.7pp |
| Employer contribution / active EE | $4,052 | $3,689+9.8% | $3,262+24.2% | $4,761-14.9% |
| Participant deferral / active EE | $12,619 | $4,348+190.2% | $3,963+218.4% | $5,982+110.9% |
| Admin fee / account holder | $5,426 | $6,501-16.5% | $5,611-3.3% | $11,246-51.7% |