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 | $239,553 | $105,998+126.0% | $92,233+159.7% | $147,584+62.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 12.32% | 50.05%-37.7pp | 176.28%-164.0pp | 578.55%-566.2pp |
| Employer contribution / active EE | $4,414 | $4,333+1.9% | $3,679+20.0% | $4,876-9.5% |
| Participant deferral / active EE | $8,036 | $4,478+79.5% | $3,897+106.2% | $5,439+47.8% |
| Admin fee / account holder | $9,432 | $6,332+49.0% | $5,194+81.6% | $10,885-13.3% |