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 | $181,543 | $124,185+46.2% | $108,410+67.5% | $167,490+8.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.19% | 1379.64%-1368.5pp | 905.27%-894.1pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,983 | $4,187+19.0% | $3,558+40.0% | $4,837+3.0% |
| Participant deferral / active EE | $12,372 | $6,908+79.1% | $6,563+88.5% | $6,341+95.1% |
| Admin fee / account holder | $7,075 | $9,455-25.2% | $7,295-3.0% | $12,309-42.5% |