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 | $162,173 | $99,020+63.8% | $86,590+87.3% | $147,584+9.9% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 23.56% | 1312.34%-1288.8pp | 964.84%-941.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $10,017 | $3,132+219.8% | $2,839+252.8% | $4,876+105.4% |
| Participant deferral / active EE | $8,427 | $3,972+112.1% | $3,609+133.5% | $5,439+54.9% |
| Admin fee / account holder | $425 | $5,710-92.6% | $4,906-91.3% | $10,885-96.1% |