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 | $193,244 | $109,817+76.0% | $98,442+96.3% | $167,490+15.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 20.55% | 1956.69%-1936.1pp | 1492.73%-1472.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $837 | $3,224-74.0% | $2,960-71.7% | $4,837-82.7% |
| Participant deferral / active EE | $2,632 | $4,673-43.7% | $4,276-38.5% | $6,341-58.5% |
| Admin fee / account holder | $1,736 | $6,753-74.3% | $5,949-70.8% | $12,309-85.9% |