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 | $160,665 | $74,888+114.5% | $71,209+125.6% | $142,382+12.8% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 14.84% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $6,059 | $2,854+112.3% | $2,721+122.7% | $4,299+40.9% |
| Participant deferral / active EE | $15,571 | $4,454+249.6% | $4,175+272.9% | $6,507+139.3% |
| Admin fee / account holder | $15,740 | $5,568+182.7% | $5,349+194.3% | $12,624+24.7% |