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 | $187,077 | $104,486+79.0% | $76,817+143.5% | $152,861+22.4% |
| Participation rate | 84.6% | 76.6%+8.0pp | 72.1%+12.5pp | 82.4%+2.2pp |
| Annual return | 19.41% | 1013.37%-994.0pp | 1166.11%-1146.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,591 | $3,116+47.4% | $2,302+99.4% | $4,762-3.6% |
| Participant deferral / active EE | $8,057 | $4,236+90.2% | $3,336+141.5% | $5,850+37.7% |
| Admin fee / account holder | $4,516 | $12,275-63.2% | $6,420-29.7% | $11,596-61.1% |