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 | $175,707 | $90,348+94.5% | $75,972+131.3% | $145,922+20.4% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.1%+25.4pp | 80.3%+14.2pp |
| Annual return | 16.24% | 620.88%-604.6pp | 359.55%-343.3pp | 561.29%-545.0pp |
| Employer contribution / active EE | $6,964 | $3,311+110.3% | $2,685+159.4% | $4,660+49.4% |
| Participant deferral / active EE | $4,148 | $5,162-19.6% | $4,255-2.5% | $6,688-38.0% |
| Admin fee / account holder | $7,929 | $8,467-6.4% | $6,467+22.6% | $13,397-40.8% |