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 | $85,392 | $105,998-19.4% | $92,233-7.4% | $147,584-42.1% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.74% | 50.05%-36.3pp | 176.28%-162.5pp | 578.55%-564.8pp |
| Employer contribution / active EE | $7,115 | $4,333+64.2% | $3,679+93.4% | $4,876+45.9% |
| Participant deferral / active EE | $7,689 | $4,478+71.7% | $3,897+97.3% | $5,439+41.4% |
| Admin fee / account holder | $379 | $6,332-94.0% | $5,194-92.7% | $10,885-96.5% |