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 | $163,358 | $102,604+59.2% | $86,188+89.5% | $139,434+17.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 20.01% | 1922.51%-1902.5pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,482 | $3,032+47.8% | $2,380+88.3% | $4,751-5.7% |
| Participant deferral / active EE | $12,564 | $4,676+168.7% | $3,985+215.2% | $6,710+87.2% |
| Admin fee / account holder | $2,987 | $8,657-65.5% | $6,852-56.4% | $11,403-73.8% |