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 | $149,122 | $68,097+119.0% | $62,929+137.0% | $137,256+8.6% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 13.89% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,858 | $2,811+37.3% | $2,505+54.1% | $4,156-7.2% |
| Participant deferral / active EE | $2,578 | $4,553-43.4% | $3,888-33.7% | $6,407-59.8% |
| Admin fee / account holder | $1,224 | $6,521-81.2% | $5,065-75.8% | $12,270-90.0% |