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 | $172,503 | $121,625+41.8% | $104,607+64.9% | $158,922+8.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 22.81% | 465.26%-442.4pp | 340.46%-317.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $5,285 | $3,163+67.1% | $2,681+97.1% | $4,761+11.0% |
| Participant deferral / active EE | $3,114 | $4,177-25.5% | $3,740-16.7% | $5,982-47.9% |
| Admin fee / account holder | $790 | $7,787-89.9% | $6,473-87.8% | $11,246-93.0% |