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 | $163,115 | $58,208+180.2% | $81,812+99.4% | $80,856+101.7% |
| Participation rate | 97.2% | 63.4%+33.8pp | 72.3%+24.9pp | 67.6%+29.6pp |
| Annual return | 16.11% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $9,689 | $2,340+314.0% | $2,912+232.7% | $2,755+251.7% |
| Participant deferral / active EE | $4,275 | $3,281+30.3% | $4,319-1.0% | $4,296-0.5% |
| Admin fee / account holder | $19,530 | $4,981+292.1% | $7,386+164.4% | $6,918+182.3% |