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 | $143,909 | $57,281+151.2% | $86,612+66.2% | $75,163+91.5% |
| Participation rate | 70.2% | 63.2%+7.0pp | 71.7%-1.5pp | 67.2%+3.0pp |
| Annual return | 13.79% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,711 | $2,314+17.1% | $3,022-10.3% | $2,670+1.5% |
| Participant deferral / active EE | $6,097 | $3,318+83.8% | $4,438+37.4% | $4,125+47.8% |
| Admin fee / account holder | $3,103 | $4,112-24.5% | $5,614-44.7% | $5,651-45.1% |