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 | $182,002 | $109,327+66.5% | $89,391+103.6% | $158,922+14.5% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 15.47% | 345.68%-330.2pp | 245.62%-230.1pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,150 | $3,170-0.6% | $2,586+21.8% | $4,761-33.8% |
| Participant deferral / active EE | $5,199 | $4,598+13.1% | $3,890+33.6% | $5,982-13.1% |
| Admin fee / account holder | $4,968 | $6,153-19.3% | $4,881+1.8% | $11,246-55.8% |