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 | $131,411 | $102,317+28.4% | $146,958-10.6% | $80,856+62.5% |
| Participation rate | 70.3% | 75.8%-5.6pp | 82.2%-11.9pp | 67.6%+2.6pp |
| Annual return | 22.22% | 134.76%-112.5pp | 418.34%-396.1pp | 35.59%-13.4pp |
| Employer contribution / active EE | $4,245 | $3,713+14.3% | $4,933-13.9% | $2,755+54.1% |
| Participant deferral / active EE | $10,719 | $6,644+61.3% | $8,070+32.8% | $4,296+149.5% |
| Admin fee / account holder | $6,324 | $7,941-20.4% | $12,998-51.3% | $6,918-8.6% |