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 | $131,365 | $60,124+118.5% | $90,404+45.3% | $79,858+64.5% |
| Participation rate | 90.7% | 65.0%+25.8pp | 72.7%+18.1pp | 69.6%+21.1pp |
| Annual return | 14.60% | 71.94%-57.3pp | 1293.02%-1278.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $10,259 | $2,068+396.2% | $3,262+214.5% | $2,471+315.2% |
| Participant deferral / active EE | $4,670 | $2,938+58.9% | $3,963+17.8% | $3,740+24.9% |
| Admin fee / account holder | $17,522 | $3,976+340.6% | $5,611+212.3% | $5,306+230.2% |