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 | $159,934-43.1% | $147,005-38.1% | $145,959-37.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.80% | 98.24%-84.4pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $8,738 | $5,287+65.3% | $4,934+77.1% | $4,661+87.5% |
| Participant deferral / active EE | $17,309 | $8,427+105.4% | $8,070+114.5% | $6,689+158.8% |
| Admin fee / account holder | $29,056 | $15,053+93.0% | $13,006+123.4% | $13,398+116.9% |