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 | $113,755 | $99,020+14.9% | $86,590+31.4% | $147,584-22.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 23.00% | 1312.34%-1289.3pp | 964.84%-941.8pp | 578.55%-555.5pp |
| Employer contribution / active EE | $3,447 | $3,132+10.0% | $2,839+21.4% | $4,876-29.3% |
| Participant deferral / active EE | $7,977 | $3,972+100.8% | $3,609+121.1% | $5,439+46.7% |
| Admin fee / account holder | $9,332 | $5,710+63.4% | $4,906+90.2% | $10,885-14.3% |