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 | $138,840 | $58,927+135.6% | $76,817+80.7% | $72,985+90.2% |
| Participation rate | 85.4% | 67.3%+18.1pp | 72.1%+13.3pp | 69.5%+15.9pp |
| Annual return | 19.01% | 2305.64%-2286.6pp | 1166.11%-1147.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $4,494 | $1,787+151.5% | $2,302+95.2% | $2,440+84.2% |
| Participant deferral / active EE | $4,282 | $2,690+59.2% | $3,336+28.4% | $3,607+18.7% |
| Admin fee / account holder | $430 | $4,013-89.3% | $6,420-93.3% | $5,124-91.6% |