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 | $174,800 | $88,751+97.0% | $81,812+113.7% | $145,922+19.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 13.85% | 1025.40%-1011.6pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,084 | $3,0830% | $2,912+5.9% | $4,660-33.8% |
| Participant deferral / active EE | $9,950 | $4,643+114.3% | $4,319+130.4% | $6,688+48.8% |
| Admin fee / account holder | $3,075 | $8,415-63.5% | $7,386-58.4% | $13,397-77.0% |