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 | $209,665 | $90,600+131.4% | $79,464+163.8% | $135,375+54.9% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | 9.05% | 977.43%-968.4pp | 718.14%-709.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $5,456 | $3,068+77.8% | $2,800+94.8% | $4,779+14.2% |
| Participant deferral / active EE | $4,338 | $4,050+7.1% | $3,704+17.1% | $5,609-22.7% |
| Admin fee / account holder | $803 | $5,907-86.4% | $5,113-84.3% | $10,827-92.6% |