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 | $96,959 | $57,281+69.3% | $86,612+11.9% | $75,163+29.0% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 16.57% | 2670.75%-2654.2pp | 591.07%-574.5pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,396 | $2,314+46.7% | $3,022+12.4% | $2,670+27.2% |
| Participant deferral / active EE | $7,898 | $3,318+138.1% | $4,438+78.0% | $4,125+91.5% |
| Admin fee / account holder | $22,220 | $4,112+440.4% | $5,614+295.8% | $5,651+293.2% |