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 | $122,265 | $63,346+93.0% | $92,233+32.6% | $70,131+74.3% |
| Participation rate | 73.1% | 68.7%+4.4pp | 76.5%-3.4pp | 69.5%+3.5pp |
| Annual return | 111.79% | 530.12%-418.3pp | 176.28%-64.5pp | 73.14%+38.6pp |
| Employer contribution / active EE | $3,252 | $2,471+31.6% | $3,679-11.6% | $2,342+38.8% |
| Participant deferral / active EE | $7,824 | $2,854+174.2% | $3,897+100.8% | $3,332+134.8% |
| Admin fee / account holder | $5,683 | $3,840+48.0% | $5,194+9.4% | $4,645+22.3% |