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 | $134,000 | $99,020+35.3% | $86,590+54.8% | $147,584-9.2% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 11.21% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,060 | $3,132-2.3% | $2,839+7.8% | $4,876-37.2% |
| Participant deferral / active EE | $7,772 | $3,972+95.7% | $3,609+115.4% | $5,439+42.9% |
| Admin fee / account holder | $900 | $5,710-84.2% | $4,906-81.6% | $10,885-91.7% |