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 | $203,787 | $105,181+93.7% | $159,436+27.8% | $85,850+137.4% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 16.72% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,837 | $3,318+15.6% | $4,829-20.6% | $2,565+49.6% |
| Participant deferral / active EE | $14,674 | $5,945+146.8% | $7,352+99.6% | $3,952+271.3% |
| Admin fee / account holder | $23,832 | $6,933+243.7% | $10,799+120.7% | $6,260+280.7% |