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 | $214,191 | $102,966+108.0% | $90,281+137.2% | $152,861+40.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.80% | 95.16%-83.4pp | 78.10%-66.3pp | 345.32%-333.5pp |
| Employer contribution / active EE | $8,362 | $3,139+166.4% | $2,854+192.9% | $4,762+75.6% |
| Participant deferral / active EE | $6,031 | $4,281+40.9% | $3,885+55.2% | $5,850+3.1% |
| Admin fee / account holder | $17,017 | $6,171+175.8% | $5,351+218.0% | $11,596+46.7% |