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 | $181,406 | $97,757+85.6% | $83,848+116.4% | $135,375+34.0% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | 11.54% | 1287.37%-1275.8pp | 850.88%-839.3pp | 519.73%-508.2pp |
| Employer contribution / active EE | $2,903 | $4,222-31.2% | $3,631-20.0% | $4,779-39.2% |
| Participant deferral / active EE | $6,256 | $4,682+33.6% | $4,082+53.3% | $5,609+11.5% |
| Admin fee / account holder | $1,572 | $6,674-76.4% | $5,478-71.3% | $10,827-85.5% |