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 | $248,325 | $83,902+196.0% | $167,512+48.2% | $84,808+192.8% |
| Participation rate | 72.9% | 66.5%+6.4pp | 77.1%-4.2pp | 68.3%+4.5pp |
| Annual return | 14.22% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $5,315 | $2,264+134.8% | $3,882+36.9% | $2,631+102.0% |
| Participant deferral / active EE | $9,590 | $4,442+115.9% | $6,405+49.7% | $4,212+127.7% |
| Admin fee / account holder | $41,778 | $7,915+427.8% | $9,769+327.7% | $7,344+468.9% |