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 | $168,187 | $52,353+221.3% | $120,225+39.9% | $82,448+104.0% |
| Participation rate | 92.9% | 58.3%+34.5pp | 69.6%+23.3pp | 68.1%+24.8pp |
| Annual return | 13.85% | 61.85%-48.0pp | 439.23%-425.4pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,537 | $1,510+134.2% | $3,475+1.8% | $2,551+38.7% |
| Participant deferral / active EE | $11,516 | $2,627+338.4% | $3,999+188.0% | $4,139+178.2% |
| Admin fee / account holder | $12,354 | $4,363+183.2% | $5,696+116.9% | $7,234+70.8% |