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 | $120,267 | $99,020+21.5% | $86,590+38.9% | $147,584-18.5% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 16.77% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,578 | $3,132-49.6% | $2,839-44.4% | $4,876-67.6% |
| Participant deferral / active EE | $7,916 | $3,972+99.3% | $3,609+119.4% | $5,439+45.6% |
| Admin fee / account holder | $4,601 | $5,710-19.4% | $4,906-6.2% | $10,885-57.7% |