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 | $170,962 | $100,852+69.5% | $90,404+89.1% | $158,922+7.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 18.76% | 1724.20%-1705.4pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,373 | $3,689-62.8% | $3,262-57.9% | $4,761-71.2% |
| Participant deferral / active EE | $5,711 | $4,348+31.4% | $3,963+44.1% | $5,982-4.5% |
| Admin fee / account holder | $5,286 | $6,501-18.7% | $5,611-5.8% | $11,246-53.0% |