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 | $72,071+115.6% | $68,368+127.3% | $137,256+13.2% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.0%+15.7pp |
| Annual return | 19.96% | 353.14%-333.2pp | 292.57%-272.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $11,669 | $2,788+318.6% | $2,649+340.5% | $4,156+180.8% |
| Participant deferral / active EE | $5,932 | $4,410+34.5% | $4,123+43.9% | $6,407-7.4% |
| Admin fee / account holder | $677 | $5,336-87.3% | $5,150-86.8% | $12,270-94.5% |