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 | $189,872 | $90,348+110.2% | $75,972+149.9% | $145,922+30.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.26% | 620.88%-610.6pp | 359.55%-349.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,625 | $3,311+9.5% | $2,685+35.0% | $4,660-22.2% |
| Participant deferral / active EE | $11,455 | $5,162+121.9% | $4,255+169.2% | $6,688+71.3% |
| Admin fee / account holder | $2,976 | $8,467-64.9% | $6,467-54.0% | $13,397-77.8% |