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 | $143,541 | $83,902+71.1% | $167,512-14.3% | $84,808+69.3% |
| Participation rate | 88.0% | 66.5%+21.5pp | 77.1%+10.9pp | 68.3%+19.7pp |
| Annual return | 19.66% | 91.55%-71.9pp | 1615.79%-1596.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $5,392 | $2,264+138.2% | $3,882+38.9% | $2,631+104.9% |
| Participant deferral / active EE | $10,468 | $4,442+135.6% | $6,405+63.4% | $4,212+148.5% |
| Admin fee / account holder | $1,151 | $7,915-85.5% | $9,769-88.2% | $7,344-84.3% |