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 | $247,544 | $158,398+56.3% | $126,539+95.6% | $142,382+73.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 17.14% | 593.76%-576.6pp | 425.95%-408.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $10,859 | $4,650+133.5% | $3,674+195.6% | $4,299+152.6% |
| Participant deferral / active EE | $10,954 | $4,767+129.8% | $4,083+168.3% | $6,507+68.3% |
| Admin fee / account holder | $1,067 | $6,918-84.6% | $6,065-82.4% | $12,624-91.5% |