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 | $171,029 | $72,071+137.3% | $68,368+150.2% | $137,256+24.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.90% | 353.14%-331.2pp | 292.57%-270.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $8,315 | $2,788+198.3% | $2,649+213.9% | $4,156+100.1% |
| Participant deferral / active EE | $9,360 | $4,410+112.3% | $4,123+127.0% | $6,407+46.1% |
| Admin fee / account holder | $5,824 | $5,336+9.2% | $5,150+13.1% | $12,270-52.5% |