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 | $228,537 | $124,185+84.0% | $108,410+110.8% | $167,490+36.4% |
| Participation rate | 93.3% | 82.3%+11.1pp | 80.1%+13.2pp | 82.1%+11.2pp |
| Annual return | 11.20% | 1379.64%-1368.4pp | 905.27%-894.1pp | 478.56%-467.4pp |
| Employer contribution / active EE | $15,590 | $4,187+272.4% | $3,558+338.1% | $4,837+222.3% |
| Participant deferral / active EE | $6,376 | $6,908-7.7% | $6,563-2.8% | $6,341+0.5% |
| Admin fee / account holder | $1,250 | $9,455-86.8% | $7,295-82.9% | $12,309-89.8% |