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 | $165,406 | $89,355+85.1% | $141,162+17.2% | $72,985+126.6% |
| Participation rate | 91.2% | 75.1%+16.1pp | 82.5%+8.7pp | 69.5%+21.7pp |
| Annual return | 28.42% | 111.85%-83.4pp | 71.39%-43.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $9,745 | $3,114+212.9% | $4,735+105.8% | $2,440+299.4% |
| Participant deferral / active EE | $7,844 | $5,418+44.8% | $6,709+16.9% | $3,607+117.4% |
| Admin fee / account holder | $23,356 | $5,958+292.0% | $10,261+127.6% | $5,124+355.8% |