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 | $130,511 | $56,114+132.6% | $96,139+35.8% | $85,850+52.0% |
| Participation rate | 71.1% | 56.7%+14.4pp | 68.4%+2.7pp | 69.3%+1.8pp |
| Annual return | 16.80% | 42.30%-25.5pp | 191.94%-175.1pp | 318.53%-301.7pp |
| Employer contribution / active EE | $5,455 | $1,620+236.8% | $2,797+95.0% | $2,565+112.7% |
| Participant deferral / active EE | $8,547 | $2,859+198.9% | $4,349+96.5% | $3,952+116.3% |
| Admin fee / account holder | $19,042 | $3,768+405.3% | $5,537+243.9% | $6,260+204.2% |