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 | $168,437 | $88,710+89.9% | $81,783+106.0% | $145,959+15.4% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.4%+12.3pp | 80.3%+4.3pp |
| Annual return | 13.24% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,290 | $3,083-25.7% | $2,913-21.4% | $4,661-50.9% |
| Participant deferral / active EE | $6,191 | $4,645+33.3% | $4,320+43.3% | $6,689-7.4% |
| Admin fee / account holder | $2,012 | $8,407-76.1% | $7,380-72.7% | $13,398-85.0% |