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 | $203,511 | $159,901+27.3% | $146,958+38.5% | $145,922+39.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 12.85% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $6,987 | $5,286+32.2% | $4,933+41.6% | $4,660+50.0% |
| Participant deferral / active EE | $17,055 | $8,428+102.4% | $8,070+111.3% | $6,688+155.0% |
| Admin fee / account holder | $21,493 | $15,044+42.9% | $12,998+65.4% | $13,397+60.4% |