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 | $219,147 | $102,382+114.0% | $147,005+49.1% | $80,874+171.0% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 17.79% | 134.89%-117.1pp | 418.76%-401.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $8,062 | $3,715+117.0% | $4,934+63.4% | $2,756+192.6% |
| Participant deferral / active EE | $9,127 | $6,646+37.3% | $8,070+13.1% | $4,297+112.4% |
| Admin fee / account holder | $67,741 | $7,942+752.9% | $13,006+420.8% | $6,935+876.8% |