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 | $213,012 | $121,625+75.1% | $104,607+103.6% | $158,922+34.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.79% | 465.26%-452.5pp | 340.46%-327.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $6,735 | $3,163+112.9% | $2,681+151.2% | $4,761+41.5% |
| Participant deferral / active EE | $7,948 | $4,177+90.3% | $3,740+112.5% | $5,982+32.9% |
| Admin fee / account holder | $12,981 | $7,787+66.7% | $6,473+100.5% | $11,246+15.4% |