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 | $114,633 | $99,020+15.8% | $86,590+32.4% | $147,584-22.3% |
| Participation rate | 77.3% | 76.3%+0.9pp | 73.5%+3.7pp | 82.8%-5.6pp |
| Annual return | 13.05% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $5,738 | $3,132+83.2% | $2,839+102.1% | $4,876+17.7% |
| Participant deferral / active EE | $5,645 | $3,972+42.1% | $3,609+56.4% | $5,439+3.8% |
| Admin fee / account holder | $1,049 | $5,710-81.6% | $4,906-78.6% | $10,885-90.4% |