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 | $186,978 | $97,757+91.3% | $83,848+123.0% | $135,375+38.1% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 11.67% | 1287.37%-1275.7pp | 850.88%-839.2pp | 519.73%-508.1pp |
| Employer contribution / active EE | $7,010 | $4,222+66.0% | $3,631+93.1% | $4,779+46.7% |
| Participant deferral / active EE | $4,285 | $4,682-8.5% | $4,082+5.0% | $5,609-23.6% |
| Admin fee / account holder | $4,212 | $6,674-36.9% | $5,478-23.1% | $10,827-61.1% |