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 | $110,400 | $63,346+74.3% | $92,233+19.7% | $70,131+57.4% |
| Participation rate | 84.4% | 68.7%+15.7pp | 76.5%+7.9pp | 69.5%+14.9pp |
| Annual return | 22.91% | 530.12%-507.2pp | 176.28%-153.4pp | 73.14%-50.2pp |
| Employer contribution / active EE | $4,200 | $2,471+70.0% | $3,679+14.2% | $2,342+79.3% |
| Participant deferral / active EE | $5,061 | $2,854+77.3% | $3,897+29.9% | $3,332+51.9% |
| Admin fee / account holder | $1,192 | $3,840-69.0% | $5,194-77.1% | $4,645-74.3% |