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 | $161,124 | $95,971+67.9% | $74,550+116.1% | $135,375+19.0% |
| Participation rate | 93.3% | 75.7%+17.7pp | 69.1%+24.2pp | 82.6%+10.7pp |
| Annual return | 20.29% | 56.96%-36.7pp | 32.53%-12.2pp | 519.73%-499.4pp |
| Employer contribution / active EE | $6,669 | $2,716+145.5% | $1,961+240.1% | $4,779+39.6% |
| Participant deferral / active EE | $5,194 | $3,843+35.1% | $3,108+67.1% | $5,609-7.4% |
| Admin fee / account holder | $17,996 | $6,522+175.9% | $5,060+255.7% | $10,827+66.2% |