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 | $206,407 | $99,020+108.4% | $86,590+138.4% | $147,584+39.9% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 10.77% | 1312.34%-1301.6pp | 964.84%-954.1pp | 578.55%-567.8pp |
| Employer contribution / active EE | $5,050 | $3,132+61.2% | $2,839+77.8% | $4,876+3.6% |
| Participant deferral / active EE | $7,822 | $3,972+96.9% | $3,609+116.8% | $5,439+43.8% |
| Admin fee / account holder | $306 | $5,710-94.6% | $4,906-93.8% | $10,885-97.2% |