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 | $114,421 | $156,846-27.0% | $121,098-5.5% | $139,434-17.9% |
| Participation rate | 95.7% | 76.4%+19.2pp | 69.5%+26.2pp | 80.3%+15.3pp |
| Annual return | 19.91% | 1474.56%-1454.6pp | 985.75%-965.8pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,161 | $5,536-61.0% | $4,164-48.1% | $4,751-54.5% |
| Participant deferral / active EE | $8,585 | $4,844+77.2% | $4,080+110.4% | $6,710+27.9% |
| Admin fee / account holder | $5,899 | $6,946-15.1% | $5,644+4.5% | $11,403-48.3% |