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 | $121,158 | $105,998+14.3% | $92,233+31.4% | $147,584-17.9% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.28%-161.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,103 | $4,333-28.4% | $3,679-15.7% | $4,876-36.4% |
| Participant deferral / active EE | $3,986 | $4,478-11.0% | $3,897+2.3% | $5,439-26.7% |
| Admin fee / account holder | $4,384 | $6,332-30.8% | $5,194-15.6% | $10,885-59.7% |