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 | $194,383 | $99,020+96.3% | $86,590+124.5% | $147,584+31.7% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 17.82% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $5,246 | $3,132+67.5% | $2,839+84.8% | $4,876+7.6% |
| Participant deferral / active EE | $9,584 | $3,972+141.3% | $3,609+165.6% | $5,439+76.2% |
| Admin fee / account holder | $36,797 | $5,710+544.4% | $4,906+650.1% | $10,885+238.0% |