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 | $119,814 | $100,041+19.8% | $149,718-20.0% | $70,131+70.8% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 34.26% | 27.43%+6.8pp | 1501.63%-1467.4pp | 73.14%-38.9pp |
| Employer contribution / active EE | $3,965 | $3,662+8.3% | $5,445-27.2% | $2,342+69.3% |
| Participant deferral / active EE | $6,199 | $4,983+24.4% | $6,569-5.6% | $3,332+86.0% |
| Admin fee / account holder | $912 | $8,286-89.0% | $11,283-91.9% | $4,645-80.4% |