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 | $155,583 | $102,317+52.1% | $146,958+5.9% | $80,856+92.4% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 18.27% | 134.76%-116.5pp | 418.34%-400.1pp | 35.59%-17.3pp |
| Employer contribution / active EE | $5,301 | $3,713+42.8% | $4,933+7.5% | $2,755+92.4% |
| Participant deferral / active EE | $10,023 | $6,644+50.9% | $8,070+24.2% | $4,296+133.3% |
| Admin fee / account holder | $27,673 | $7,941+248.5% | $12,998+112.9% | $6,918+300.0% |