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 | $192,480 | $144,119+33.6% | $117,854+63.3% | $147,584+30.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.53% | 531.15%-513.6pp | 335.08%-317.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,155 | $4,896-35.6% | $3,786-16.7% | $4,876-35.3% |
| Participant deferral / active EE | $5,540 | $5,316+4.2% | $4,482+23.6% | $5,439+1.9% |
| Admin fee / account holder | $5,300 | $10,886-51.3% | $8,020-33.9% | $10,885-51.3% |