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 | $158,938 | $100,852+57.6% | $90,404+75.8% | $158,9220% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 16.20% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $7,370 | $3,689+99.8% | $3,262+125.9% | $4,761+54.8% |
| Participant deferral / active EE | $15,395 | $4,348+254.1% | $3,963+288.4% | $5,982+157.3% |
| Admin fee / account holder | $1,999 | $6,501-69.2% | $5,611-64.4% | $11,246-82.2% |