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 | $185,155 | $133,922+38.3% | $116,228+59.3% | $142,382+30.0% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 13.34% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,007 | $3,446+74.3% | $2,994+100.6% | $4,299+39.7% |
| Participant deferral / active EE | $17,762 | $5,672+213.1% | $4,953+258.6% | $6,507+173.0% |
| Admin fee / account holder | $3,925 | $14,945-73.7% | $11,989-67.3% | $12,624-68.9% |