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 | $176,736 | $109,817+60.9% | $98,442+79.5% | $167,490+5.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 12.94% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $6,766 | $3,224+109.9% | $2,960+128.6% | $4,837+39.9% |
| Participant deferral / active EE | $14,804 | $4,673+216.8% | $4,276+246.2% | $6,341+133.5% |
| Admin fee / account holder | $1,048 | $6,753-84.5% | $5,949-82.4% | $12,309-91.5% |