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 | $129,272 | $112,096+15.3% | $95,952+34.7% | $158,922-18.7% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 21.79% | 171.09%-149.3pp | 91.61%-69.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $7,020 | $3,198+119.5% | $2,541+176.3% | $4,761+47.5% |
| Participant deferral / active EE | $13,122 | $4,784+174.3% | $4,167+214.9% | $5,982+119.4% |
| Admin fee / account holder | $6,744 | $10,130-33.4% | $6,795-0.8% | $11,246-40.0% |