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 | $203,609 | $99,079+105.5% | $77,999+161.0% | $273,961-25.7% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.5%+18.2pp | 83.0%+10.7pp |
| Annual return | 10.74% | 217.93%-207.2pp | 425.96%-415.2pp | 41.45%-30.7pp |
| Employer contribution / active EE | $3,275 | $3,308-1.0% | $2,470+32.6% | $4,869-32.7% |
| Participant deferral / active EE | $6,679 | $4,306+55.1% | $3,497+91.0% | $5,287+26.3% |
| Admin fee / account holder | $4,668 | $8,954-47.9% | $5,480-14.8% | $10,132-53.9% |