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 | $217,233 | $111,724+94.4% | $93,606+132.1% | $145,922+48.9% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 14.63% | 202.98%-188.4pp | 133.20%-118.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,158 | $3,090+164.0% | $2,420+237.1% | $4,660+75.1% |
| Participant deferral / active EE | $12,605 | $4,912+156.6% | $4,411+185.7% | $6,688+88.5% |
| Admin fee / account holder | $4,027 | $10,250-60.7% | $8,285-51.4% | $13,397-69.9% |