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 | $164,511 | $90,348+82.1% | $75,972+116.5% | $145,922+12.7% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.1%+7.4pp | 80.3%-3.8pp |
| Annual return | 14.44% | 620.88%-606.4pp | 359.55%-345.1pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,834 | $3,311+106.4% | $2,685+154.6% | $4,660+46.7% |
| Participant deferral / active EE | $15,860 | $5,162+207.3% | $4,255+272.7% | $6,688+137.2% |
| Admin fee / account holder | $871 | $8,467-89.7% | $6,467-86.5% | $13,397-93.5% |