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 9-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 | $225,668 | $126,574+78.3% | $106,213+112.5% | $145,922+54.7% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 15.13% | 224.79%-209.7pp | 116.14%-101.0pp | 561.29%-546.2pp |
| Employer contribution / active EE | $5,092 | $3,730+36.5% | $3,171+60.6% | $4,660+9.3% |
| Participant deferral / active EE | $10,436 | $5,724+82.3% | $5,016+108.0% | $6,688+56.0% |
| Admin fee / account holder | $1,533 | $17,304-91.1% | $11,033-86.1% | $13,397-88.6% |