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 | $164,370 | $109,327+50.3% | $89,391+83.9% | $158,922+3.4% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 15.07% | 345.68%-330.6pp | 245.62%-230.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $9,094 | $3,170+186.9% | $2,586+251.7% | $4,761+91.0% |
| Participant deferral / active EE | $1,802 | $4,598-60.8% | $3,890-53.7% | $5,982-69.9% |
| Admin fee / account holder | $26,612 | $6,153+332.5% | $4,881+445.2% | $11,246+136.6% |