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 | $115,417 | $159,901-27.8% | $146,958-21.5% | $145,922-20.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 30.85% | 98.13%-67.3pp | 418.34%-387.5pp | 561.29%-530.4pp |
| Employer contribution / active EE | $6,005 | $5,286+13.6% | $4,933+21.7% | $4,660+28.9% |
| Participant deferral / active EE | $13,519 | $8,428+60.4% | $8,070+67.5% | $6,688+102.1% |
| Admin fee / account holder | $529 | $15,044-96.5% | $12,998-95.9% | $13,397-96.1% |