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 | $194,714 | $49,922+290.0% | $80,569+141.7% | $75,163+159.1% |
| Participation rate | 89.7% | 55.3%+34.3pp | 67.0%+22.7pp | 67.2%+22.5pp |
| Annual return | 18.91% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $5,523 | $1,698+225.2% | $2,723+102.8% | $2,670+106.9% |
| Participant deferral / active EE | $13,218 | $2,990+342.0% | $4,447+197.2% | $4,125+220.4% |
| Admin fee / account holder | $22,376 | $3,577+525.5% | $5,377+316.1% | $5,651+296.0% |