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 | $182,992 | $121,625+50.5% | $104,607+74.9% | $158,922+15.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 11.88% | 465.26%-453.4pp | 340.46%-328.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $20,738 | $3,163+555.7% | $2,681+673.6% | $4,761+335.6% |
| Participant deferral / active EE | $4,757 | $4,177+13.9% | $3,740+27.2% | $5,982-20.5% |
| Admin fee / account holder | $29,973 | $7,787+284.9% | $6,473+363.0% | $11,246+166.5% |