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 | $179,047 | $159,901+12.0% | $146,958+21.8% | $145,922+22.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 18.44% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.8pp |
| Employer contribution / active EE | $9,156 | $5,286+73.2% | $4,933+85.6% | $4,660+96.5% |
| Participant deferral / active EE | $22,064 | $8,428+161.8% | $8,070+173.4% | $6,688+229.9% |
| Admin fee / account holder | $22,178 | $15,044+47.4% | $12,998+70.6% | $13,397+65.5% |