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 | $116,515 | $99,020+17.7% | $86,590+34.6% | $147,584-21.1% |
| Participation rate | 89.5% | 76.3%+13.1pp | 73.5%+15.9pp | 82.8%+6.6pp |
| Annual return | 9.34% | 1312.34%-1303.0pp | 964.84%-955.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $3,360 | $3,132+7.3% | $2,839+18.3% | $4,876-31.1% |
| Participant deferral / active EE | $7,895 | $3,972+98.7% | $3,609+118.8% | $5,439+45.2% |
| Admin fee / account holder | $16,904 | $5,710+196.0% | $4,906+244.6% | $10,885+55.3% |