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 | $147,292 | $57,281+157.1% | $86,612+70.1% | $75,163+96.0% |
| Participation rate | 94.7% | 63.2%+31.5pp | 71.7%+23.0pp | 67.2%+27.5pp |
| Annual return | 17.99% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.6pp |
| Employer contribution / active EE | $7,693 | $2,314+232.4% | $3,022+154.5% | $2,670+188.2% |
| Participant deferral / active EE | $5,695 | $3,318+71.6% | $4,438+28.3% | $4,125+38.0% |
| Admin fee / account holder | $6,445 | $4,112+56.7% | $5,614+14.8% | $5,651+14.0% |