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 | $179,650 | $132,634+35.4% | $115,768+55.2% | $137,256+30.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 10.00% | 160.70%-150.7pp | 100.46%-90.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,765 | $3,360+41.8% | $2,940+62.1% | $4,156+14.7% |
| Participant deferral / active EE | $5,301 | $5,619-5.7% | $4,917+7.8% | $6,407-17.3% |
| Admin fee / account holder | $18,376 | $15,028+22.3% | $12,439+47.7% | $12,270+49.8% |