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 | $140,571 | $57,281+145.4% | $86,612+62.3% | $75,163+87.0% |
| Participation rate | 92.7% | 63.2%+29.5pp | 71.7%+21.0pp | 67.2%+25.5pp |
| Annual return | 15.96% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $7,943 | $2,314+243.2% | $3,022+162.8% | $2,670+197.5% |
| Participant deferral / active EE | $4,056 | $3,318+22.3% | $4,438-8.6% | $4,125-1.7% |
| Admin fee / account holder | $12,701 | $4,112+208.9% | $5,614+126.2% | $5,651+124.8% |