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 | $159,737 | $138,065+15.7% | $123,544+29.3% | $135,375+18.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 41.16% | 153.68%-112.5pp | 119.20%-78.0pp | 519.73%-478.6pp |
| Employer contribution / active EE | $8,134 | $5,151+57.9% | $4,628+75.8% | $4,779+70.2% |
| Participant deferral / active EE | $8,983 | $6,799+32.1% | $6,426+39.8% | $5,609+60.2% |
| Admin fee / account holder | $588 | $10,916-94.6% | $9,284-93.7% | $10,827-94.6% |