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 | $161,712 | $135,952+18.9% | $123,892+30.5% | $273,961-41.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 611379.11% | 56.63%+611322.5pp | 47.52%+611331.6pp | 41.45%+611337.7pp |
| Employer contribution / active EE | $3,620 | $5,170-30.0% | $4,617-21.6% | $4,869-25.7% |
| Participant deferral / active EE | $3,069 | $6,343-51.6% | $5,984-48.7% | $5,287-42.0% |
| Admin fee / account holder | $8,463 | $9,817-13.8% | $8,357+1.3% | $10,132-16.5% |