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 | $146,555 | $57,281+155.9% | $86,612+69.2% | $75,163+95.0% |
| Participation rate | 72.0% | 63.2%+8.8pp | 71.7%+0.3pp | 67.2%+4.8pp |
| Annual return | 17.03% | 2670.75%-2653.7pp | 591.07%-574.0pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,939 | $2,314+27.0% | $3,022-2.8% | $2,670+10.1% |
| Participant deferral / active EE | $7,323 | $3,318+120.7% | $4,438+65.0% | $4,125+77.5% |
| Admin fee / account holder | $5,969 | $4,112+45.2% | $5,614+6.3% | $5,651+5.6% |