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 | $241,989 | $102,382+136.4% | $147,005+64.6% | $80,874+199.2% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 16.22% | 134.89%-118.7pp | 418.76%-402.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $9,181 | $3,715+147.1% | $4,934+86.1% | $2,756+233.2% |
| Participant deferral / active EE | $15,202 | $6,646+128.7% | $8,070+88.4% | $4,297+253.8% |
| Admin fee / account holder | $37,946 | $7,942+377.8% | $13,006+191.8% | $6,935+447.2% |