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 | $230,970 | $100,852+129.0% | $90,404+155.5% | $158,922+45.3% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 6.24% | 1724.20%-1718.0pp | 1293.02%-1286.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,346 | $3,689-36.4% | $3,262-28.1% | $4,761-50.7% |
| Participant deferral / active EE | $7,912 | $4,348+82.0% | $3,963+99.6% | $5,982+32.3% |
| Admin fee / account holder | $13,644 | $6,501+109.9% | $5,611+143.2% | $11,246+21.3% |