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 | $121,015 | $185,200-34.7% | $142,863-15.3% | $167,490-27.7% |
| Participation rate | 90.5% | 78.4%+12.0pp | 71.9%+18.5pp | 82.1%+8.4pp |
| Annual return | 20.21% | 8555.70%-8535.5pp | 5637.54%-5617.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $2,283 | $5,604-59.3% | $4,144-44.9% | $4,837-52.8% |
| Participant deferral / active EE | $9,234 | $4,494+105.5% | $3,837+140.6% | $6,341+45.6% |
| Admin fee / account holder | $20,731 | $8,031+158.1% | $6,560+216.0% | $12,309+68.4% |