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 | $116,759 | $68,097+71.5% | $62,929+85.5% | $137,256-14.9% |
| Participation rate | 91.7% | 77.4%+14.2pp | 73.1%+18.6pp | 80.0%+11.7pp |
| Annual return | 12.65% | 1859.11%-1846.5pp | 1063.93%-1051.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,757 | $2,811-1.9% | $2,505+10.1% | $4,156-33.7% |
| Participant deferral / active EE | $6,234 | $4,553+36.9% | $3,888+60.3% | $6,407-2.7% |
| Admin fee / account holder | $9,589 | $6,521+47.0% | $5,065+89.3% | $12,270-21.8% |