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 | $173,022 | $114,047+51.7% | $96,139+80.0% | $167,490+3.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 12.47% | 189.88%-177.4pp | 191.94%-179.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,099 | $3,427-38.8% | $2,797-25.0% | $4,837-56.6% |
| Participant deferral / active EE | $5,441 | $5,194+4.8% | $4,349+25.1% | $6,341-14.2% |
| Admin fee / account holder | $1,383 | $6,897-80.0% | $5,537-75.0% | $12,309-88.8% |