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 | $162,287 | $114,047+42.3% | $96,139+68.8% | $167,490-3.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.84% | 189.88%-174.0pp | 191.94%-176.1pp | 478.56%-462.7pp |
| Employer contribution / active EE | $5,168 | $3,427+50.8% | $2,797+84.8% | $4,837+6.8% |
| Participant deferral / active EE | $7,733 | $5,194+48.9% | $4,349+77.8% | $6,341+22.0% |
| Admin fee / account holder | $2,254 | $6,897-67.3% | $5,537-59.3% | $12,309-81.7% |