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 | $200,076 | $99,020+102.1% | $86,590+131.1% | $147,584+35.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 17.97% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $7,194 | $3,132+129.7% | $2,839+153.4% | $4,876+47.5% |
| Participant deferral / active EE | $7,083 | $3,972+78.3% | $3,609+96.3% | $5,439+30.2% |
| Admin fee / account holder | $1,804 | $5,710-68.4% | $4,906-63.2% | $10,885-83.4% |