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 | $235,767 | $154,117+53.0% | $129,995+81.4% | $139,434+69.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 125.49% | 32.48%+93.0pp | -137.18%+262.7pp | 372.94%-247.4pp |
| Employer contribution / active EE | $3,475 | $5,289-34.3% | $4,320-19.6% | $4,751-26.9% |
| Participant deferral / active EE | $6,248 | $6,710-6.9% | $5,820+7.4% | $6,710-6.9% |
| Admin fee / account holder | $278,868 | $14,007+1891.0% | $10,614+2527.2% | $11,403+2345.7% |