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 | $125,942 | $210,648-40.2% | $177,989-29.2% | $145,922-13.7% |
| Participation rate | 94.7% | 80.8%+14.0pp | 77.1%+17.7pp | 80.3%+14.5pp |
| Annual return | 13.63% | 385.86%-372.2pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,536 | $4,565-44.5% | $3,949-35.8% | $4,660-45.6% |
| Participant deferral / active EE | $11,158 | $6,958+60.4% | $6,276+77.8% | $6,688+66.8% |
| Admin fee / account holder | $21,868 | $12,013+82.0% | $10,363+111.0% | $13,397+63.2% |