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 | $162,176 | $74,888+116.6% | $71,209+127.7% | $142,382+13.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.59% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $628 | $2,854-78.0% | $2,721-76.9% | $4,299-85.4% |
| Participant deferral / active EE | $5,064 | $4,454+13.7% | $4,175+21.3% | $6,507-22.2% |
| Admin fee / account holder | $31,051 | $5,568+457.6% | $5,349+480.5% | $12,624+146.0% |