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 | $199,501 | $101,069+97.4% | $81,478+144.9% | $147,584+35.2% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 215.39% | 32.40%+183.0pp | 38.78%+176.6pp | 578.55%-363.2pp |
| Employer contribution / active EE | $3,706 | $3,205+15.6% | $2,568+44.3% | $4,876-24.0% |
| Participant deferral / active EE | $5,859 | $4,242+38.1% | $3,537+65.7% | $5,439+7.7% |
| Admin fee / account holder | $2,373 | $5,812-59.2% | $4,561-48.0% | $10,885-78.2% |