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 | $152,792 | $77,145+98.1% | $108,410+40.9% | $85,850+78.0% |
| Participation rate | 84.4% | 74.7%+9.7pp | 80.1%+4.2pp | 69.3%+15.1pp |
| Annual return | 22.55% | 44.54%-22.0pp | 905.27%-882.7pp | 318.53%-296.0pp |
| Employer contribution / active EE | $4,625 | $2,379+94.4% | $3,558+30.0% | $2,565+80.3% |
| Participant deferral / active EE | $9,254 | $5,566+66.2% | $6,563+41.0% | $3,952+134.2% |
| Admin fee / account holder | $2,863 | $5,172-44.6% | $7,295-60.7% | $6,260-54.3% |