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 | $130,321 | $97,757+33.3% | $83,848+55.4% | $135,375-3.7% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | 9.35% | 1287.37%-1278.0pp | 850.88%-841.5pp | 519.73%-510.4pp |
| Employer contribution / active EE | $2,799 | $4,222-33.7% | $3,631-22.9% | $4,779-41.4% |
| Participant deferral / active EE | $5,913 | $4,682+26.3% | $4,082+44.9% | $5,609+5.4% |
| Admin fee / account holder | $458 | $6,674-93.1% | $5,478-91.6% | $10,827-95.8% |