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 | $226,478 | $109,881+106.1% | $150,045+50.9% | $84,808+167.0% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 104.74% | 28.25%+76.5pp | 62.55%+42.2pp | 40.90%+63.8pp |
| Employer contribution / active EE | $7,280 | $3,561+104.4% | $4,693+55.1% | $2,631+176.7% |
| Participant deferral / active EE | $10,262 | $6,636+54.6% | $7,997+28.3% | $4,212+143.7% |
| Admin fee / account holder | $7,962 | $8,568-7.1% | $13,435-40.7% | $7,344+8.4% |