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 | $200,033 | $90,397+121.3% | $76,002+163.2% | $145,959+37.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 30.66% | 621.97%-591.3pp | 360.07%-329.4pp | 561.95%-531.3pp |
| Employer contribution / active EE | $5,363 | $3,317+61.7% | $2,688+99.5% | $4,661+15.1% |
| Participant deferral / active EE | $8,091 | $5,163+56.7% | $4,257+90.1% | $6,689+21.0% |
| Admin fee / account holder | $3,529 | $8,369-57.8% | $6,414-45.0% | $13,398-73.7% |