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 | $148,402 | $56,114+164.5% | $96,139+54.4% | $85,850+72.9% |
| Participation rate | 91.9% | 56.7%+35.2pp | 68.4%+23.4pp | 69.3%+22.6pp |
| Annual return | 32.65% | 42.30%-9.7pp | 191.94%-159.3pp | 318.53%-285.9pp |
| Employer contribution / active EE | $4,200 | $1,620+159.3% | $2,797+50.2% | $2,565+63.7% |
| Participant deferral / active EE | $3,140 | $2,859+9.8% | $4,349-27.8% | $3,952-20.6% |
| Admin fee / account holder | $324 | $3,768-91.4% | $5,537-94.2% | $6,260-94.8% |