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 | $176,607 | $96,635+82.8% | $86,612+103.9% | $139,434+26.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.83% | 106.41%-86.6pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,440 | $3,263-25.2% | $3,022-19.3% | $4,751-48.6% |
| Participant deferral / active EE | $5,528 | $4,836+14.3% | $4,438+24.6% | $6,710-17.6% |
| Admin fee / account holder | $4,541 | $6,408-29.1% | $5,614-19.1% | $11,403-60.2% |