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 | $235,171 | $74,888+214.0% | $71,209+230.3% | $142,382+65.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 14.40% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,145 | $2,854-24.8% | $2,721-21.2% | $4,299-50.1% |
| Participant deferral / active EE | $5,518 | $4,454+23.9% | $4,175+32.2% | $6,507-15.2% |
| Admin fee / account holder | $1,887 | $5,568-66.1% | $5,349-64.7% | $12,624-85.1% |