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 | $189,622 | $76,738+147.1% | $56,411+236.1% | $145,922+29.9% |
| Participation rate | 88.9% | 63.2%+25.7pp | 52.5%+36.4pp | 80.3%+8.6pp |
| Annual return | 10.99% | 2994.23%-2983.2pp | 1701.33%-1690.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,614 | $1,380+234.4% | $1,039+344.2% | $4,660-1.0% |
| Participant deferral / active EE | $12,620 | $2,623+381.2% | $1,952+546.6% | $6,688+88.7% |
| Admin fee / account holder | $1,453 | $3,334-56.4% | $2,829-48.6% | $13,397-89.2% |