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 | $153,757 | $105,998+45.1% | $92,233+66.7% | $147,584+4.2% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 10.30% | 50.05%-39.7pp | 176.28%-166.0pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,467 | $4,333-66.1% | $3,679-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $2,965 | $4,478-33.8% | $3,897-23.9% | $5,439-45.5% |
| Admin fee / account holder | $15,874 | $6,332+150.7% | $5,194+205.6% | $10,885+45.8% |