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 | $146,662 | $104,907+39.8% | $84,611+73.3% | $152,861-4.1% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 22.33% | 373.79%-351.5pp | 258.74%-236.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,953 | $3,302-10.6% | $2,652+11.3% | $4,762-38.0% |
| Participant deferral / active EE | $7,466 | $4,688+59.3% | $3,899+91.5% | $5,850+27.6% |
| Admin fee / account holder | $20,309 | $6,241+225.4% | $4,912+313.4% | $11,596+75.1% |