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 | $227,179 | $88,751+156.0% | $81,812+177.7% | $145,922+55.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.88% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,172 | $3,083+2.9% | $2,912+8.9% | $4,660-31.9% |
| Participant deferral / active EE | $5,389 | $4,643+16.1% | $4,319+24.8% | $6,688-19.4% |
| Admin fee / account holder | $994 | $8,415-88.2% | $7,386-86.5% | $13,397-92.6% |