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 | $204,570 | $121,625+68.2% | $104,607+95.6% | $158,922+28.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 25.11% | 465.26%-440.1pp | 340.46%-315.4pp | 302.83%-277.7pp |
| Employer contribution / active EE | $5,476 | $3,163+73.1% | $2,681+104.3% | $4,761+15.0% |
| Participant deferral / active EE | $13,497 | $4,177+223.1% | $3,740+260.9% | $5,982+125.6% |
| Admin fee / account holder | $1,771 | $7,787-77.3% | $6,473-72.6% | $11,246-84.3% |