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 | $181,911 | $104,907+73.4% | $84,611+115.0% | $152,861+19.0% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 24.74% | 373.79%-349.1pp | 258.74%-234.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,845 | $3,302-13.8% | $2,652+7.3% | $4,762-40.3% |
| Participant deferral / active EE | $8,445 | $4,688+80.1% | $3,899+116.6% | $5,850+44.3% |
| Admin fee / account holder | $516 | $6,241-91.7% | $4,912-89.5% | $11,596-95.6% |