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 | $151,916 | $109,327+39.0% | $89,391+69.9% | $158,922-4.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 10.86% | 345.68%-334.8pp | 245.62%-234.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $4,560 | $3,170+43.9% | $2,586+76.3% | $4,761-4.2% |
| Participant deferral / active EE | $5,691 | $4,598+23.8% | $3,890+46.3% | $5,982-4.9% |
| Admin fee / account holder | $8,163 | $6,153+32.7% | $4,881+67.2% | $11,246-27.4% |