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 | $249,917 | $159,901+56.3% | $146,958+70.1% | $145,922+71.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 42.69% | 98.13%-55.4pp | 418.34%-375.7pp | 561.29%-518.6pp |
| Employer contribution / active EE | $1,641 | $5,286-69.0% | $4,933-66.7% | $4,660-64.8% |
| Participant deferral / active EE | $13,324 | $8,428+58.1% | $8,070+65.1% | $6,688+99.2% |
| Admin fee / account holder | $63,560 | $15,044+322.5% | $12,998+389.0% | $13,397+374.4% |