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 | $155,393 | $74,888+107.5% | $71,209+118.2% | $142,382+9.1% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 19.96% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $11,669 | $2,854+308.8% | $2,721+328.9% | $4,299+171.4% |
| Participant deferral / active EE | $5,932 | $4,454+33.2% | $4,175+42.1% | $6,507-8.8% |
| Admin fee / account holder | $677 | $5,568-87.8% | $5,349-87.3% | $12,624-94.6% |