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 | $196,243 | $58,208+237.1% | $81,812+139.9% | $80,856+142.7% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 16.30% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $7,247 | $2,340+209.7% | $2,912+148.8% | $2,755+163.1% |
| Participant deferral / active EE | $6,725 | $3,281+105.0% | $4,319+55.7% | $4,296+56.6% |
| Admin fee / account holder | $3,146 | $4,981-36.8% | $7,386-57.4% | $6,918-54.5% |