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 | $233,497 | $159,901+46.0% | $146,958+58.9% | $145,922+60.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 14.59% | 98.13%-83.5pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $11,100 | $5,286+110.0% | $4,933+125.0% | $4,660+138.2% |
| Participant deferral / active EE | $17,005 | $8,428+101.8% | $8,070+110.7% | $6,688+154.3% |
| Admin fee / account holder | $1,824 | $15,044-87.9% | $12,998-86.0% | $13,397-86.4% |