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 | $164,551 | $111,724+47.3% | $93,606+75.8% | $145,922+12.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 27.69% | 202.98%-175.3pp | 133.20%-105.5pp | 561.29%-533.6pp |
| Employer contribution / active EE | $3,296 | $3,090+6.7% | $2,420+36.2% | $4,660-29.3% |
| Participant deferral / active EE | $7,632 | $4,912+55.4% | $4,411+73.0% | $6,688+14.1% |
| Admin fee / account holder | $19,429 | $10,250+89.6% | $8,285+134.5% | $13,397+45.0% |