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 | $210,220 | $175,202+20.0% | $149,673+40.5% | $139,434+50.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 59.17% | 166.71%-107.5pp | 134.42%-75.2pp | 372.94%-313.8pp |
| Employer contribution / active EE | $8,830 | $5,474+61.3% | $4,818+83.3% | $4,751+85.9% |
| Participant deferral / active EE | $9,825 | $6,519+50.7% | $5,680+73.0% | $6,710+46.4% |
| Admin fee / account holder | $92,105 | $16,150+470.3% | $13,210+597.3% | $11,403+707.8% |