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 | $196,399 | $96,635+103.2% | $86,612+126.8% | $139,434+40.9% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 34.65% | 106.41%-71.8pp | 591.07%-556.4pp | 372.94%-338.3pp |
| Employer contribution / active EE | $6,617 | $3,263+102.8% | $3,022+118.9% | $4,751+39.3% |
| Participant deferral / active EE | $11,706 | $4,836+142.1% | $4,438+163.8% | $6,710+74.5% |
| Admin fee / account holder | $2,019 | $6,408-68.5% | $5,614-64.0% | $11,403-82.3% |