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 | $196,116 | $102,604+91.1% | $86,188+127.5% | $139,434+40.7% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 13.98% | 1922.51%-1908.5pp | 1168.45%-1154.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,121 | $3,032-30.1% | $2,380-10.9% | $4,751-55.4% |
| Participant deferral / active EE | $5,778 | $4,676+23.6% | $3,985+45.0% | $6,710-13.9% |
| Admin fee / account holder | $6,918 | $8,657-20.1% | $6,852+1.0% | $11,403-39.3% |