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 | $172,070 | $124,185+38.6% | $108,410+58.7% | $167,490+2.7% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 21.16% | 1379.64%-1358.5pp | 905.27%-884.1pp | 478.56%-457.4pp |
| Employer contribution / active EE | $1,559 | $4,187-62.8% | $3,558-56.2% | $4,837-67.8% |
| Participant deferral / active EE | $5,156 | $6,908-25.4% | $6,563-21.4% | $6,341-18.7% |
| Admin fee / account holder | $2,629 | $9,455-72.2% | $7,295-64.0% | $12,309-78.6% |