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 | $246,056 | $108,912+125.9% | $100,383+145.1% | $145,959+68.6% |
| Participation rate | 93.3% | 83.0%+10.4pp | 81.5%+11.8pp | 80.3%+13.0pp |
| Annual return | 12.44% | 57.96%-45.5pp | 49.26%-36.8pp | 561.95%-549.5pp |
| Employer contribution / active EE | $7,823 | $4,423+76.9% | $3,944+98.4% | $4,661+67.9% |
| Participant deferral / active EE | $13,531 | $8,451+60.1% | $8,086+67.3% | $6,689+102.3% |
| Admin fee / account holder | $16,057 | $9,690+65.7% | $7,900+103.2% | $13,398+19.8% |