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 | $192,089 | $96,305+99.5% | $80,569+138.4% | $139,434+37.8% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.7pp |
| Annual return | 23.32% | 1350.08%-1326.8pp | 935.43%-912.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,118 | $3,262-35.1% | $2,723-22.2% | $4,751-55.4% |
| Participant deferral / active EE | $7,116 | $5,232+36.0% | $4,447+60.0% | $6,710+6.0% |
| Admin fee / account holder | $4,295 | $6,599-34.9% | $5,377-20.1% | $11,403-62.3% |