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 | $156,514 | $99,020+58.1% | $86,590+80.8% | $147,584+6.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.97% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,394 | $3,132+8.4% | $2,839+19.5% | $4,876-30.4% |
| Participant deferral / active EE | $6,375 | $3,972+60.5% | $3,609+76.7% | $5,439+17.2% |
| Admin fee / account holder | $3,504 | $5,710-38.6% | $4,906-28.6% | $10,885-67.8% |