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 | $162,526 | $96,635+68.2% | $86,612+87.6% | $139,434+16.6% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 15.58% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $6,604 | $3,263+102.4% | $3,022+118.5% | $4,751+39.0% |
| Participant deferral / active EE | $16,195 | $4,836+234.9% | $4,438+265.0% | $6,710+141.4% |
| Admin fee / account holder | $6,392 | $6,408-0.2% | $5,614+13.9% | $11,403-43.9% |