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 | $108,951 | $96,635+12.7% | $86,612+25.8% | $139,434-21.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 19.92% | 106.41%-86.5pp | 591.07%-571.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,905 | $3,263+81.0% | $3,022+95.4% | $4,751+24.3% |
| Participant deferral / active EE | $6,735 | $4,836+39.3% | $4,438+51.8% | $6,710+0.4% |
| Admin fee / account holder | $4,910 | $6,408-23.4% | $5,614-12.5% | $11,403-56.9% |