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 | $179,949 | $99,020+81.7% | $86,590+107.8% | $147,584+21.9% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 11.81% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $5,335 | $3,132+70.3% | $2,839+87.9% | $4,876+9.4% |
| Participant deferral / active EE | $8,438 | $3,972+112.4% | $3,609+133.8% | $5,439+55.1% |
| Admin fee / account holder | $28,555 | $5,710+400.1% | $4,906+482.1% | $10,885+162.3% |