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 | $154,402 | $57,281+169.6% | $86,612+78.3% | $75,163+105.4% |
| Participation rate | 92.5% | 63.2%+29.3pp | 71.7%+20.8pp | 67.2%+25.3pp |
| Annual return | 17.75% | 2670.75%-2653.0pp | 591.07%-573.3pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,671 | $2,314+15.4% | $3,022-11.6% | $2,6700% |
| Participant deferral / active EE | $7,900 | $3,318+138.1% | $4,438+78.0% | $4,125+91.5% |
| Admin fee / account holder | $9,643 | $4,112+134.5% | $5,614+71.8% | $5,651+70.6% |