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 | $168,368 | $109,817+53.3% | $98,442+71.0% | $167,490+0.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 11.25% | 1956.69%-1945.4pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $597 | $3,224-81.5% | $2,960-79.8% | $4,837-87.7% |
| Participant deferral / active EE | $6,911 | $4,673+47.9% | $4,276+61.6% | $6,341+9.0% |
| Admin fee / account holder | $7,540 | $6,753+11.7% | $5,949+26.7% | $12,309-38.7% |