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 | $168,598 | $96,305+75.1% | $80,569+109.3% | $139,434+20.9% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 16.70% | 1350.08%-1333.4pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,468 | $3,262-55.0% | $2,723-46.1% | $4,751-69.1% |
| Participant deferral / active EE | $9,107 | $5,232+74.1% | $4,447+104.8% | $6,710+35.7% |
| Admin fee / account holder | $3,723 | $6,599-43.6% | $5,377-30.8% | $11,403-67.3% |