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 | $180,958 | $102,966+75.7% | $90,281+100.4% | $152,861+18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.77% | 95.16%-70.4pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,783 | $3,139+20.5% | $2,854+32.5% | $4,762-20.6% |
| Participant deferral / active EE | $8,520 | $4,281+99.0% | $3,885+119.3% | $5,850+45.6% |
| Admin fee / account holder | $580 | $6,171-90.6% | $5,351-89.2% | $11,596-95.0% |