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 | $202,677 | $104,907+93.2% | $84,611+139.5% | $152,861+32.6% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.4%-12.4pp |
| Annual return | 22.56% | 373.79%-351.2pp | 258.74%-236.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $5,075 | $3,302+53.7% | $2,652+91.4% | $4,762+6.6% |
| Participant deferral / active EE | $6,920 | $4,688+47.6% | $3,899+77.5% | $5,850+18.3% |
| Admin fee / account holder | $13,976 | $6,241+124.0% | $4,912+184.5% | $11,596+20.5% |