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 | $174,157 | $105,998+64.3% | $92,233+88.8% | $147,584+18.0% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 15.10% | 50.05%-34.9pp | 176.28%-161.2pp | 578.55%-563.4pp |
| Employer contribution / active EE | $4,447 | $4,333+2.6% | $3,679+20.9% | $4,876-8.8% |
| Participant deferral / active EE | $4,718 | $4,478+5.4% | $3,897+21.1% | $5,439-13.3% |
| Admin fee / account holder | $23,103 | $6,332+264.8% | $5,194+344.8% | $10,885+112.2% |