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 | $163,908 | $124,185+32.0% | $108,410+51.2% | $167,490-2.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.47% | 1379.64%-1369.2pp | 905.27%-894.8pp | 478.56%-468.1pp |
| Employer contribution / active EE | $3,573 | $4,187-14.7% | $3,558+0.4% | $4,837-26.1% |
| Participant deferral / active EE | $7,944 | $6,908+15.0% | $6,563+21.1% | $6,341+25.3% |
| Admin fee / account holder | $593 | $9,455-93.7% | $7,295-91.9% | $12,309-95.2% |