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 | $133,164 | $57,281+132.5% | $86,612+53.7% | $75,163+77.2% |
| Participation rate | 83.8% | 63.2%+20.6pp | 71.7%+12.1pp | 67.2%+16.6pp |
| Annual return | 16.20% | 2670.75%-2654.5pp | 591.07%-574.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,466 | $2,314-36.7% | $3,022-51.5% | $2,670-45.1% |
| Participant deferral / active EE | $5,632 | $3,318+69.8% | $4,438+26.9% | $4,125+36.5% |
| Admin fee / account holder | $17,769 | $4,112+332.1% | $5,614+216.5% | $5,651+214.4% |