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 | $149,340 | $49,173+203.7% | $121,098+23.3% | $75,163+98.7% |
| Participation rate | 72.7% | 55.4%+17.3pp | 69.5%+3.2pp | 67.2%+5.5pp |
| Annual return | 15.33% | 55.99%-40.7pp | 985.75%-970.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,477 | $1,546+60.3% | $4,164-40.5% | $2,670-7.2% |
| Participant deferral / active EE | $3,999 | $2,628+52.2% | $4,080-2.0% | $4,125-3.0% |
| Admin fee / account holder | $7,919 | $3,942+100.9% | $5,644+40.3% | $5,651+40.1% |