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 | $141,595 | $53,127+166.5% | $86,590+63.5% | $70,131+101.9% |
| Participation rate | 74.3% | 65.3%+9.0pp | 73.5%+0.7pp | 69.5%+4.7pp |
| Annual return | 93.18% | 27.66%+65.5pp | 964.84%-871.7pp | 73.14%+20.0pp |
| Employer contribution / active EE | $2,512 | $2,068+21.4% | $2,839-11.5% | $2,342+7.2% |
| Participant deferral / active EE | $5,254 | $2,696+94.9% | $3,609+45.6% | $3,332+57.7% |
| Admin fee / account holder | $4,148 | $3,585+15.7% | $4,906-15.4% | $4,645-10.7% |