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 | $171,778 | $149,040+15.3% | $120,225+42.9% | $137,256+25.2% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 12.18% | 605.68%-593.5pp | 439.23%-427.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,281 | $4,350-47.6% | $3,475-34.4% | $4,156-45.1% |
| Participant deferral / active EE | $4,944 | $4,655+6.2% | $3,999+23.6% | $6,407-22.8% |
| Admin fee / account holder | $456 | $6,348-92.8% | $5,696-92.0% | $12,270-96.3% |