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 | $169,695 | $74,888+126.6% | $71,209+138.3% | $142,382+19.2% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 14.88% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,770 | $2,854+137.2% | $2,721+148.8% | $4,299+57.5% |
| Participant deferral / active EE | $16,598 | $4,454+272.6% | $4,175+297.5% | $6,507+155.1% |
| Admin fee / account holder | $40,178 | $5,568+621.6% | $5,349+651.2% | $12,624+218.3% |