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 | $205,337 | $114,047+80.0% | $96,139+113.6% | $167,490+22.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 68.4%+10.1pp | 82.1%-3.5pp |
| Annual return | 19.69% | 189.88%-170.2pp | 191.94%-172.3pp | 478.56%-458.9pp |
| Employer contribution / active EE | $7,473 | $3,427+118.1% | $2,797+167.2% | $4,837+54.5% |
| Participant deferral / active EE | $5,432 | $5,194+4.6% | $4,349+24.9% | $6,341-14.3% |
| Admin fee / account holder | $695 | $6,897-89.9% | $5,537-87.4% | $12,309-94.4% |