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 | $226,256 | $121,625+86.0% | $104,607+116.3% | $158,922+42.4% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 17.41% | 465.26%-447.8pp | 340.46%-323.0pp | 302.83%-285.4pp |
| Employer contribution / active EE | $7,657 | $3,163+142.1% | $2,681+185.7% | $4,761+60.8% |
| Participant deferral / active EE | $4,811 | $4,177+15.2% | $3,740+28.6% | $5,982-19.6% |
| Admin fee / account holder | $3,480 | $7,787-55.3% | $6,473-46.2% | $11,246-69.1% |