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 | $192,166 | $88,710+116.6% | $81,783+135.0% | $145,959+31.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 72.4%+22.9pp | 80.3%+15.0pp |
| Annual return | 14.69% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,971 | $3,083-3.7% | $2,913+2.0% | $4,661-36.3% |
| Participant deferral / active EE | $6,943 | $4,645+49.5% | $4,320+60.7% | $6,689+3.8% |
| Admin fee / account holder | $12,605 | $8,407+49.9% | $7,380+70.8% | $13,398-5.9% |