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 | $199,089 | $111,724+78.2% | $93,606+112.7% | $145,922+36.4% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 10.52% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,844 | $3,090+121.5% | $2,420+182.9% | $4,660+46.9% |
| Participant deferral / active EE | $8,084 | $4,912+64.6% | $4,411+83.3% | $6,688+20.9% |
| Admin fee / account holder | $7,723 | $10,250-24.7% | $8,285-6.8% | $13,397-42.4% |