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 | $184,279 | $159,901+15.2% | $146,958+25.4% | $145,922+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.47% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,116 | $5,286-41.1% | $4,933-36.8% | $4,660-33.1% |
| Participant deferral / active EE | $19,314 | $8,428+129.2% | $8,070+139.3% | $6,688+188.8% |
| Admin fee / account holder | $20,173 | $15,044+34.1% | $12,998+55.2% | $13,397+50.6% |