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 | $196,153 | $121,625+61.3% | $104,607+87.5% | $158,922+23.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.06% | 465.26%-446.2pp | 340.46%-321.4pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,054 | $3,163-66.7% | $2,681-60.7% | $4,761-77.9% |
| Participant deferral / active EE | $4,704 | $4,177+12.6% | $3,740+25.8% | $5,982-21.4% |
| Admin fee / account holder | $1,302 | $7,787-83.3% | $6,473-79.9% | $11,246-88.4% |