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 | $191,105 | $88,751+115.3% | $81,812+133.6% | $145,922+31.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 10.81% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,790 | $3,083-41.9% | $2,912-38.5% | $4,660-61.6% |
| Participant deferral / active EE | $3,815 | $4,643-17.8% | $4,319-11.7% | $6,688-43.0% |
| Admin fee / account holder | $26,881 | $8,415+219.4% | $7,386+263.9% | $13,397+100.7% |