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 | $178,544 | $102,604+74.0% | $86,188+107.2% | $139,434+28.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 17.66% | 1922.51%-1904.9pp | 1168.45%-1150.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,625 | $3,032-46.4% | $2,380-31.7% | $4,751-65.8% |
| Participant deferral / active EE | $16,301 | $4,676+248.6% | $3,985+309.0% | $6,710+142.9% |
| Admin fee / account holder | $15,653 | $8,657+80.8% | $6,852+128.5% | $11,403+37.3% |