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 | $91,064 | $159,901-43.0% | $146,958-38.0% | $145,922-37.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.80% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $8,738 | $5,286+65.3% | $4,933+77.1% | $4,660+87.5% |
| Participant deferral / active EE | $17,309 | $8,428+105.4% | $8,070+114.5% | $6,688+158.8% |
| Admin fee / account holder | $29,056 | $15,044+93.1% | $12,998+123.5% | $13,397+116.9% |