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 | $191,593 | $63,346+202.5% | $92,233+107.7% | $70,131+173.2% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 15.01% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,334 | $2,471+34.9% | $3,679-9.4% | $2,342+42.3% |
| Participant deferral / active EE | $5,751 | $2,854+101.5% | $3,897+47.6% | $3,332+72.6% |
| Admin fee / account holder | $24,184 | $3,840+529.7% | $5,194+365.6% | $4,645+420.6% |