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 | $225,656 | $67,823+232.7% | $52,425+330.4% | $137,256+64.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.06% | 219.11%-203.0pp | 302.12%-286.1pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,881 | $1,163+233.7% | $914+324.5% | $4,156-6.6% |
| Participant deferral / active EE | $31,301 | $2,288+1268.1% | $1,790+1648.2% | $6,407+388.6% |
| Admin fee / account holder | $11,349 | $2,844+299.0% | $2,495+354.9% | $12,270-7.5% |