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 | $153,916 | $109,982+39.9% | $97,226+58.3% | $145,922+5.5% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 58.53% | 242.90%-184.4pp | 75.13%-16.6pp | 561.29%-502.8pp |
| Employer contribution / active EE | $2,075 | $3,084-32.7% | $2,729-24.0% | $4,660-55.5% |
| Participant deferral / active EE | $3,390 | $4,676-27.5% | $4,264-20.5% | $6,688-49.3% |
| Admin fee / account holder | $980 | $6,221-84.2% | $5,654-82.7% | $13,397-92.7% |