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 | $150,524 | $63,346+137.6% | $92,233+63.2% | $70,131+114.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.73% | 530.12%-515.4pp | 176.28%-161.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,780 | $2,471+53.0% | $3,679+2.7% | $2,342+61.4% |
| Participant deferral / active EE | $3,419 | $2,854+19.8% | $3,897-12.2% | $3,332+2.6% |
| Admin fee / account holder | $719 | $3,840-81.3% | $5,194-86.1% | $4,645-84.5% |