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 | $118,159 | $96,635+22.3% | $86,612+36.4% | $139,434-15.3% |
| Participation rate | 81.0% | 74.4%+6.6pp | 71.7%+9.3pp | 80.3%+0.6pp |
| Annual return | 22.53% | 106.41%-83.9pp | 591.07%-568.5pp | 372.94%-350.4pp |
| Employer contribution / active EE | $7,516 | $3,263+130.3% | $3,022+148.7% | $4,751+58.2% |
| Participant deferral / active EE | $11,974 | $4,836+147.6% | $4,438+169.8% | $6,710+78.4% |
| Admin fee / account holder | $545 | $6,408-91.5% | $5,614-90.3% | $11,403-95.2% |