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 | $176,043 | $159,901+10.1% | $146,958+19.8% | $145,922+20.6% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 65.51% | 98.13%-32.6pp | 418.34%-352.8pp | 561.29%-495.8pp |
| Employer contribution / active EE | $24,973 | $5,286+372.4% | $4,933+406.2% | $4,660+435.9% |
| Participant deferral / active EE | $12,934 | $8,428+53.5% | $8,070+60.3% | $6,688+93.4% |
| Admin fee / account holder | $153,250 | $15,044+918.7% | $12,998+1079.0% | $13,397+1043.9% |