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 | $177,811 | $96,305+84.6% | $80,569+120.7% | $139,434+27.5% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 17.46% | 1350.08%-1332.6pp | 935.43%-918.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,432 | $3,262+66.5% | $2,723+99.5% | $4,751+14.3% |
| Participant deferral / active EE | $9,131 | $5,232+74.5% | $4,447+105.3% | $6,710+36.1% |
| Admin fee / account holder | $2,649 | $6,599-59.9% | $5,377-50.7% | $11,403-76.8% |