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 | $136,303 | $68,346+99.4% | $94,646+44.0% | $75,163+81.3% |
| Participation rate | 81.5% | 76.1%+5.4pp | 80.8%+0.7pp | 67.2%+14.3pp |
| Annual return | 19.89% | 616.93%-597.0pp | 156.71%-136.8pp | 160.62%-140.7pp |
| Employer contribution / active EE | $5,359 | $2,701+98.4% | $3,672+45.9% | $2,670+100.7% |
| Participant deferral / active EE | $10,445 | $6,537+59.8% | $7,418+40.8% | $4,125+153.2% |
| Admin fee / account holder | $2,091 | $5,326-60.7% | $7,231-71.1% | $5,651-63.0% |