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 | $139,258 | $105,998+31.4% | $92,233+51.0% | $147,584-5.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.62% | 50.05%-33.4pp | 176.28%-159.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,791 | $4,333-35.6% | $3,679-24.1% | $4,876-42.8% |
| Participant deferral / active EE | $6,253 | $4,478+39.6% | $3,897+60.5% | $5,439+15.0% |
| Admin fee / account holder | $1,726 | $6,332-72.8% | $5,194-66.8% | $10,885-84.1% |