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 | $155,538 | $72,071+115.8% | $68,368+127.5% | $137,256+13.3% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.0%-6.6pp |
| Annual return | 16.22% | 353.14%-336.9pp | 292.57%-276.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,126 | $2,788+48.0% | $2,649+55.8% | $4,156-0.7% |
| Participant deferral / active EE | $6,468 | $4,410+46.7% | $4,123+56.9% | $6,407+1.0% |
| Admin fee / account holder | $3,368 | $5,336-36.9% | $5,150-34.6% | $12,270-72.6% |