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 | $168,205 | $104,907+60.3% | $84,611+98.8% | $152,861+10.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.38% | 373.79%-352.4pp | 258.74%-237.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,433 | $3,302+4.0% | $2,652+29.4% | $4,762-27.9% |
| Participant deferral / active EE | $15,753 | $4,688+236.1% | $3,899+304.1% | $5,850+169.3% |
| Admin fee / account holder | $7,244 | $6,241+16.1% | $4,912+47.5% | $11,596-37.5% |