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 9-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 | $171,650 | $109,327+57.0% | $89,391+92.0% | $158,922+8.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 24.61% | 345.68%-321.1pp | 245.62%-221.0pp | 302.83%-278.2pp |
| Employer contribution / active EE | $17,611 | $3,170+455.6% | $2,586+581.1% | $4,761+269.9% |
| Participant deferral / active EE | $14,985 | $4,598+225.9% | $3,890+285.2% | $5,982+150.5% |
| Admin fee / account holder | $897 | $6,153-85.4% | $4,881-81.6% | $11,246-92.0% |