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 | $148,829 | $100,852+47.6% | $90,404+64.6% | $158,922-6.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 14.44% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,471 | $3,689-33.0% | $3,262-24.2% | $4,761-48.1% |
| Participant deferral / active EE | $7,717 | $4,348+77.5% | $3,963+94.7% | $5,982+29.0% |
| Admin fee / account holder | $5,746 | $6,501-11.6% | $5,611+2.4% | $11,246-48.9% |