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 6-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 | $153,468 | $102,317+50.0% | $146,958+4.4% | $80,856+89.8% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 12.09% | 134.76%-122.7pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $9,719 | $3,713+161.7% | $4,933+97.0% | $2,755+252.8% |
| Participant deferral / active EE | $13,313 | $6,644+100.4% | $8,070+65.0% | $4,296+209.9% |
| Admin fee / account holder | $23,031 | $7,941+190.0% | $12,998+77.2% | $6,918+232.9% |