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 | $196,847 | $105,181+87.2% | $159,436+23.5% | $85,850+129.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.81% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,784 | $3,318+14.0% | $4,829-21.7% | $2,565+47.5% |
| Participant deferral / active EE | $5,613 | $5,945-5.6% | $7,352-23.7% | $3,952+42.0% |
| Admin fee / account holder | $9,834 | $6,933+41.8% | $10,799-8.9% | $6,260+57.1% |