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 | $171,068 | $102,317+67.2% | $146,958+16.4% | $80,856+111.6% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 16.17% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $11,547 | $3,713+211.0% | $4,933+134.1% | $2,755+319.2% |
| Participant deferral / active EE | $14,514 | $6,644+118.5% | $8,070+79.8% | $4,296+237.9% |
| Admin fee / account holder | $9,536 | $7,941+20.1% | $12,998-26.6% | $6,918+37.8% |