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 5-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 | $161,314 | $149,040+8.2% | $120,225+34.2% | $137,256+17.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.39% | 605.68%-582.3pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,250 | $4,350-25.3% | $3,475-6.5% | $4,156-21.8% |
| Participant deferral / active EE | $11,700 | $4,655+151.4% | $3,999+192.6% | $6,407+82.6% |
| Admin fee / account holder | $634 | $6,348-90.0% | $5,696-88.9% | $12,270-94.8% |