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 | $152,349 | $102,317+48.9% | $146,958+3.7% | $80,856+88.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 19.91% | 134.76%-114.9pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $8,875 | $3,713+139.0% | $4,933+79.9% | $2,755+222.2% |
| Participant deferral / active EE | $10,120 | $6,644+52.3% | $8,070+25.4% | $4,296+135.6% |
| Admin fee / account holder | $1,562 | $7,941-80.3% | $12,998-88.0% | $6,918-77.4% |