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 | $243,357 | $96,305+152.7% | $80,569+202.0% | $139,434+74.5% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 18.36% | 1350.08%-1331.7pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,121 | $3,262-35.0% | $2,723-22.1% | $4,751-55.4% |
| Participant deferral / active EE | $3,965 | $5,232-24.2% | $4,447-10.8% | $6,710-40.9% |
| Admin fee / account holder | $17,662 | $6,599+167.7% | $5,377+228.5% | $11,403+54.9% |