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 | $151,385 | $96,635+56.7% | $86,612+74.8% | $139,434+8.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.58% | 106.41%-86.8pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $18,906 | $3,263+479.4% | $3,022+525.5% | $4,751+298.0% |
| Participant deferral / active EE | $9,771 | $4,836+102.1% | $4,438+120.2% | $6,710+45.6% |
| Admin fee / account holder | $1,008 | $6,408-84.3% | $5,614-82.0% | $11,403-91.2% |