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 | $133,346 | $83,902+58.9% | $167,512-20.4% | $84,808+57.2% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 15.44% | 91.55%-76.1pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,459 | $2,264+8.6% | $3,882-36.6% | $2,631-6.5% |
| Participant deferral / active EE | $6,178 | $4,442+39.1% | $6,405-3.5% | $4,212+46.7% |
| Admin fee / account holder | $17,086 | $7,915+115.9% | $9,769+74.9% | $7,344+132.7% |