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 | $120,355 | $105,998+13.5% | $92,233+30.5% | $147,584-18.4% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 15.90% | 50.05%-34.1pp | 176.28%-160.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $7,480 | $4,333+72.6% | $3,679+103.3% | $4,876+53.4% |
| Participant deferral / active EE | $4,395 | $4,478-1.9% | $3,897+12.8% | $5,439-19.2% |
| Admin fee / account holder | $965 | $6,332-84.8% | $5,194-81.4% | $10,885-91.1% |