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 | $183,529 | $99,918+83.7% | $81,382+125.5% | $145,922+25.8% |
| Participation rate | 83.3% | 74.2%+9.2pp | 69.5%+13.8pp | 80.3%+3.1pp |
| Annual return | 77.49% | 34.32%+43.2pp | 24.73%+52.8pp | 561.29%-483.8pp |
| Employer contribution / active EE | $10,385 | $2,978+248.8% | $2,463+321.7% | $4,660+122.9% |
| Participant deferral / active EE | $4,997 | $4,605+8.5% | $3,883+28.7% | $6,688-25.3% |
| Admin fee / account holder | $955 | $8,212-88.4% | $5,768-83.4% | $13,397-92.9% |