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 | $179,719 | $100,852+78.2% | $90,404+98.8% | $158,922+13.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 12.36% | 1724.20%-1711.8pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,372 | $3,689-8.6% | $3,262+3.4% | $4,761-29.2% |
| Participant deferral / active EE | $4,949 | $4,348+13.8% | $3,963+24.9% | $5,982-17.3% |
| Admin fee / account holder | $11,101 | $6,501+70.8% | $5,611+97.8% | $11,246-1.3% |