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 | $162,170 | $102,317+58.5% | $146,958+10.4% | $80,856+100.6% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 12.11% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,260 | $3,713+14.7% | $4,933-13.7% | $2,755+54.6% |
| Participant deferral / active EE | $8,757 | $6,644+31.8% | $8,070+8.5% | $4,296+103.9% |
| Admin fee / account holder | $5,040 | $7,941-36.5% | $12,998-61.2% | $6,918-27.1% |