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 | $136,714 | $96,305+42.0% | $80,569+69.7% | $139,434-2.0% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 11.95% | 1350.08%-1338.1pp | 935.43%-923.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $3,100 | $3,262-5.0% | $2,723+13.8% | $4,751-34.7% |
| Participant deferral / active EE | $5,763 | $5,232+10.2% | $4,447+29.6% | $6,710-14.1% |
| Admin fee / account holder | $15,865 | $6,599+140.4% | $5,377+195.0% | $11,403+39.1% |