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 | $168,437 | $74,888+124.9% | $71,209+136.5% | $142,382+18.3% |
| Participation rate | 81.0% | 76.2%+4.7pp | 73.8%+7.2pp | 80.1%+0.8pp |
| Annual return | 16.67% | 345.14%-328.5pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,634 | $2,854+132.4% | $2,721+143.8% | $4,299+54.3% |
| Participant deferral / active EE | $6,358 | $4,454+42.7% | $4,175+52.3% | $6,507-2.3% |
| Admin fee / account holder | $14,231 | $5,568+155.6% | $5,349+166.1% | $12,624+12.7% |