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 | $158,398+8.4% | $126,539+35.8% | $142,382+20.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 12.18% | 593.76%-581.6pp | 425.95%-413.8pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,281 | $4,650-51.0% | $3,674-37.9% | $4,299-47.0% |
| Participant deferral / active EE | $4,944 | $4,767+3.7% | $4,083+21.1% | $6,507-24.0% |
| Admin fee / account holder | $456 | $6,918-93.4% | $6,065-92.5% | $12,624-96.4% |