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 | $201,796 | $90,348+123.4% | $75,972+165.6% | $145,922+38.3% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.1%+23.8pp | 80.3%+12.6pp |
| Annual return | 12.60% | 620.88%-608.3pp | 359.55%-346.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,119 | $3,311-5.8% | $2,685+16.2% | $4,660-33.1% |
| Participant deferral / active EE | $9,646 | $5,162+86.9% | $4,255+126.7% | $6,688+44.2% |
| Admin fee / account holder | $1,809 | $8,467-78.6% | $6,467-72.0% | $13,397-86.5% |