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 | $163,927 | $70,756+131.7% | $65,493+150.3% | $142,382+15.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 19.67% | 1754.89%-1735.2pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,387 | $2,881+52.3% | $2,574+70.4% | $4,299+2.0% |
| Participant deferral / active EE | $10,024 | $4,637+116.2% | $3,961+153.1% | $6,507+54.0% |
| Admin fee / account holder | $531 | $6,559-91.9% | $5,028-89.4% | $12,624-95.8% |