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 | $249,033 | $105,998+134.9% | $92,233+170.0% | $147,584+68.7% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 12.11% | 50.05%-37.9pp | 176.28%-164.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $4,115 | $4,333-5.0% | $3,679+11.8% | $4,876-15.6% |
| Participant deferral / active EE | $12,225 | $4,478+173.0% | $3,897+213.7% | $5,439+124.8% |
| Admin fee / account holder | $5,958 | $6,332-5.9% | $5,194+14.7% | $10,885-45.3% |