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 | $161,082 | $88,751+81.5% | $81,812+96.9% | $145,922+10.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 16.84% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,798 | $3,083-9.3% | $2,912-3.9% | $4,660-40.0% |
| Participant deferral / active EE | $5,355 | $4,643+15.3% | $4,319+24.0% | $6,688-19.9% |
| Admin fee / account holder | $691 | $8,415-91.8% | $7,386-90.6% | $13,397-94.8% |