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 | $143,888 | $105,998+35.7% | $92,233+56.0% | $147,584-2.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 14.39% | 50.05%-35.7pp | 176.28%-161.9pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,327 | $4,333-46.3% | $3,679-36.8% | $4,876-52.3% |
| Participant deferral / active EE | $5,337 | $4,478+19.2% | $3,897+37.0% | $5,439-1.9% |
| Admin fee / account holder | $2,150 | $6,332-66.0% | $5,194-58.6% | $10,885-80.2% |