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 | $229,406 | $159,901+43.5% | $146,958+56.1% | $145,922+57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,584 | $5,286+81.3% | $4,933+94.3% | $4,660+105.7% |
| Participant deferral / active EE | $19,871 | $8,428+135.8% | $8,070+146.2% | $6,688+197.1% |
| Admin fee / account holder | $14,858 | $15,044-1.2% | $12,998+14.3% | $13,397+10.9% |