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 | $147,031 | $124,185+18.4% | $108,410+35.6% | $167,490-12.2% |
| Participation rate | 90.0% | 82.3%+7.7pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 13.20% | 1379.64%-1366.4pp | 905.27%-892.1pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,171 | $4,187-48.2% | $3,558-39.0% | $4,837-55.1% |
| Participant deferral / active EE | $5,611 | $6,908-18.8% | $6,563-14.5% | $6,341-11.5% |
| Admin fee / account holder | $4,857 | $9,455-48.6% | $7,295-33.4% | $12,309-60.5% |