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 | $142,108 | $88,751+60.1% | $81,812+73.7% | $145,922-2.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 11.19% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $6,334 | $3,083+105.4% | $2,912+117.5% | $4,660+35.9% |
| Participant deferral / active EE | $7,875 | $4,643+69.6% | $4,319+82.4% | $6,688+17.8% |
| Admin fee / account holder | $2,266 | $8,415-73.1% | $7,386-69.3% | $13,397-83.1% |