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 | $164,129 | $102,966+59.4% | $90,281+81.8% | $152,861+7.4% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 20.16% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.2pp |
| Employer contribution / active EE | $7,738 | $3,139+146.5% | $2,854+171.1% | $4,762+62.5% |
| Participant deferral / active EE | $5,694 | $4,281+33.0% | $3,885+46.5% | $5,850-2.7% |
| Admin fee / account holder | $1,583 | $6,171-74.3% | $5,351-70.4% | $11,596-86.3% |