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 | $115,057 | $105,998+8.5% | $92,233+24.7% | $147,584-22.0% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 11.07% | 50.05%-39.0pp | 176.28%-165.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,073 | $4,333-29.1% | $3,679-16.5% | $4,876-37.0% |
| Participant deferral / active EE | $4,855 | $4,478+8.4% | $3,897+24.6% | $5,439-10.7% |
| Admin fee / account holder | $1,438 | $6,332-77.3% | $5,194-72.3% | $10,885-86.8% |