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 | $201,044 | $121,625+65.3% | $104,607+92.2% | $158,922+26.5% |
| Participation rate | 93.8% | 77.5%+16.2pp | 74.1%+19.7pp | 82.0%+11.8pp |
| Annual return | 14.91% | 465.26%-450.3pp | 340.46%-325.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,196 | $3,163+32.7% | $2,681+56.5% | $4,761-11.9% |
| Participant deferral / active EE | $5,519 | $4,177+32.1% | $3,740+47.6% | $5,982-7.7% |
| Admin fee / account holder | $6,208 | $7,787-20.3% | $6,473-4.1% | $11,246-44.8% |