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 | $147,780 | $105,998+39.4% | $92,233+60.2% | $147,584+0.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 10.70% | 50.05%-39.3pp | 176.28%-165.6pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,699 | $4,333-37.7% | $3,679-26.6% | $4,876-44.6% |
| Participant deferral / active EE | $8,636 | $4,478+92.9% | $3,897+121.6% | $5,439+58.8% |
| Admin fee / account holder | $5,026 | $6,332-20.6% | $5,194-3.2% | $10,885-53.8% |