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 | $126,673 | $73,515+72.3% | $62,995+101.1% | $147,584-14.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 12.93% | 175.43%-162.5pp | 87.57%-74.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $11,733 | $3,320+253.4% | $2,759+325.3% | $4,876+140.6% |
| Participant deferral / active EE | $5,435 | $4,185+29.9% | $3,329+63.2% | $5,439-0.1% |
| Admin fee / account holder | $2,768 | $5,953-53.5% | $3,600-23.1% | $10,885-74.6% |