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 | $165,038 | $102,382+61.2% | $147,005+12.3% | $80,874+104.1% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 14.24% | 134.89%-120.7pp | 418.76%-404.5pp | 35.62%-21.4pp |
| Employer contribution / active EE | $13,211 | $3,715+255.6% | $4,934+167.7% | $2,756+379.4% |
| Participant deferral / active EE | $18,613 | $6,646+180.0% | $8,070+130.6% | $4,297+333.2% |
| Admin fee / account holder | $35,787 | $7,942+350.6% | $13,006+175.2% | $6,935+416.0% |