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 | $221,075 | $52,279+322.9% | $89,391+147.3% | $79,858+176.8% |
| Participation rate | 83.3% | 57.5%+25.8pp | 68.0%+15.4pp | 69.6%+13.7pp |
| Annual return | 15.63% | 22.16%-6.5pp | 245.62%-230.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $7,830 | $1,572+398.2% | $2,586+202.8% | $2,471+216.9% |
| Participant deferral / active EE | $9,616 | $2,740+250.9% | $3,890+147.2% | $3,740+157.1% |
| Admin fee / account holder | $27,048 | $3,356+705.9% | $4,881+454.1% | $5,306+409.7% |