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 | $167,026 | $158,398+5.4% | $126,539+32.0% | $142,382+17.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 69.8%+0.8pp | 80.1%-9.5pp |
| Annual return | 13.89% | 593.76%-579.9pp | 425.95%-412.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,272 | $4,650-72.7% | $3,674-65.4% | $4,299-70.4% |
| Participant deferral / active EE | $6,779 | $4,767+42.2% | $4,083+66.1% | $6,507+4.2% |
| Admin fee / account holder | $1,248 | $6,918-82.0% | $6,065-79.4% | $12,624-90.1% |