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 | $175,317 | $74,888+134.1% | $71,209+146.2% | $142,382+23.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 14.20% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,254 | $2,854+84.1% | $2,721+93.1% | $4,299+22.2% |
| Participant deferral / active EE | $12,525 | $4,454+181.2% | $4,175+200.0% | $6,507+92.5% |
| Admin fee / account holder | $13,820 | $5,568+148.2% | $5,349+158.4% | $12,624+9.5% |