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 | $92,810 | $63,346+46.5% | $92,233+0.6% | $70,131+32.3% |
| Participation rate | 94.3% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 19.17% | 530.12%-510.9pp | 176.28%-157.1pp | 73.14%-54.0pp |
| Employer contribution / active EE | $4,717 | $2,471+90.9% | $3,679+28.2% | $2,342+101.4% |
| Participant deferral / active EE | $4,411 | $2,854+54.6% | $3,897+13.2% | $3,332+32.4% |
| Admin fee / account holder | $1,630 | $3,840-57.6% | $5,194-68.6% | $4,645-64.9% |