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 | $192,264 | $156,846+22.6% | $121,098+58.8% | $139,434+37.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 1474.56%-1457.1pp | 985.75%-968.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,939 | $5,536-65.0% | $4,164-53.4% | $4,751-59.2% |
| Participant deferral / active EE | $4,884 | $4,844+0.8% | $4,080+19.7% | $6,710-27.2% |
| Admin fee / account holder | $1,900 | $6,946-72.6% | $5,644-66.3% | $11,403-83.3% |