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 | $128,075 | $83,902+52.6% | $167,512-23.5% | $84,808+51.0% |
| Participation rate | 79.3% | 66.5%+12.8pp | 77.1%+2.3pp | 68.3%+11.0pp |
| Annual return | 25.86% | 91.55%-65.7pp | 1615.79%-1589.9pp | 40.90%-15.0pp |
| Employer contribution / active EE | $2,538 | $2,264+12.1% | $3,882-34.6% | $2,631-3.5% |
| Participant deferral / active EE | $14,594 | $4,442+228.5% | $6,405+127.9% | $4,212+246.5% |
| Admin fee / account holder | $35,364 | $7,915+346.8% | $9,769+262.0% | $7,344+381.6% |