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 | $186,522 | $97,757+90.8% | $83,848+122.5% | $135,375+37.8% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 10.54% | 1287.37%-1276.8pp | 850.88%-840.3pp | 519.73%-509.2pp |
| Employer contribution / active EE | $10,037 | $4,222+137.8% | $3,631+176.4% | $4,779+110.0% |
| Participant deferral / active EE | $3,144 | $4,682-32.8% | $4,082-23.0% | $5,609-43.9% |
| Admin fee / account holder | $20,371 | $6,674+205.2% | $5,478+271.8% | $10,827+88.1% |