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 | $221,577 | $137,414+61.2% | $189,513+16.9% | $85,850+158.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 87.8%-12.8pp | 69.3%+5.7pp |
| Annual return | 18.67% | 38.14%-19.5pp | 555.15%-536.5pp | 318.53%-299.9pp |
| Employer contribution / active EE | $6,004 | $4,344+38.2% | $6,162-2.6% | $2,565+134.1% |
| Participant deferral / active EE | $12,753 | $6,260+103.7% | $8,221+55.1% | $3,952+222.7% |
| Admin fee / account holder | $3,631 | $8,630-57.9% | $12,045-69.9% | $6,260-42.0% |