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 | $225,428 | $159,901+41.0% | $146,958+53.4% | $145,922+54.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 25.20% | 98.13%-72.9pp | 418.34%-393.1pp | 561.29%-536.1pp |
| Employer contribution / active EE | $2,472 | $5,286-53.2% | $4,933-49.9% | $4,660-47.0% |
| Participant deferral / active EE | $7,253 | $8,428-13.9% | $8,070-10.1% | $6,688+8.5% |
| Admin fee / account holder | $960 | $15,044-93.6% | $12,998-92.6% | $13,397-92.8% |