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 | $86,072 | $65,409+31.6% | $98,442-12.6% | $85,850+0.3% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.3%+19.4pp | 69.3%+23.4pp |
| Annual return | 22.41% | 21.76%+0.7pp | 1492.73%-1470.3pp | 318.53%-296.1pp |
| Employer contribution / active EE | $3,398 | $2,168+56.8% | $2,960+14.8% | $2,565+32.5% |
| Participant deferral / active EE | $5,823 | $3,166+83.9% | $4,276+36.2% | $3,952+47.4% |
| Admin fee / account holder | $11,553 | $4,593+151.5% | $5,949+94.2% | $6,260+84.6% |