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 | $225,237 | $102,966+118.7% | $90,281+149.5% | $152,861+47.3% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 14.55% | 95.16%-80.6pp | 78.10%-63.5pp | 345.32%-330.8pp |
| Employer contribution / active EE | $5,000 | $3,139+59.3% | $2,854+75.2% | $4,762+5.0% |
| Participant deferral / active EE | $5,181 | $4,281+21.0% | $3,885+33.3% | $5,850-11.4% |
| Admin fee / account holder | $4,122 | $6,171-33.2% | $5,351-23.0% | $11,596-64.5% |