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 | $225,162 | $144,119+56.2% | $117,854+91.1% | $147,584+52.6% |
| Participation rate | 70.6% | 83.4%-12.8pp | 79.7%-9.1pp | 82.8%-12.2pp |
| Annual return | 15.22% | 531.15%-515.9pp | 335.08%-319.9pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,722 | $4,896-64.8% | $3,786-54.5% | $4,876-64.7% |
| Participant deferral / active EE | $6,214 | $5,316+16.9% | $4,482+38.7% | $5,439+14.3% |
| Admin fee / account holder | $6,748 | $10,886-38.0% | $8,020-15.9% | $10,885-38.0% |