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 | $146,571 | $97,757+49.9% | $83,848+74.8% | $135,375+8.3% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | 8.77% | 1287.37%-1278.6pp | 850.88%-842.1pp | 519.73%-511.0pp |
| Employer contribution / active EE | $8,211 | $4,222+94.5% | $3,631+126.2% | $4,779+71.8% |
| Participant deferral / active EE | $5,900 | $4,682+26.0% | $4,082+44.5% | $5,609+5.2% |
| Admin fee / account holder | $21,953 | $6,674+228.9% | $5,478+300.7% | $10,827+102.8% |