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 | $247,904 | $104,106+138.1% | $71,086+248.7% | $135,375+83.1% |
| Participation rate | 91.7% | 65.7%+26.0pp | 54.7%+37.0pp | 82.6%+9.0pp |
| Annual return | 3.64% | 1256.30%-1252.7pp | 650.59%-646.9pp | 519.73%-516.1pp |
| Employer contribution / active EE | $6,881 | $1,485+363.4% | $1,088+532.6% | $4,779+44.0% |
| Participant deferral / active EE | $4,349 | $2,527+72.1% | $1,874+132.1% | $5,609-22.5% |
| Admin fee / account holder | $63,757 | $4,142+1439.4% | $3,082+1968.4% | $10,827+488.9% |