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 6-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 | $191,207 | $102,317+86.9% | $146,958+30.1% | $80,856+136.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.29% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,578 | $3,713-30.6% | $4,933-47.7% | $2,755-6.4% |
| Participant deferral / active EE | $5,130 | $6,644-22.8% | $8,070-36.4% | $4,296+19.4% |
| Admin fee / account holder | $370 | $7,941-95.3% | $12,998-97.2% | $6,918-94.6% |