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 | $228,018 | $98,750+130.9% | $149,696+52.3% | $79,858+185.5% |
| Participation rate | 95.1% | 75.8%+19.3pp | 82.5%+12.6pp | 69.6%+25.4pp |
| Annual return | 16.14% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $11,816 | $3,216+267.4% | $4,644+154.4% | $2,471+378.2% |
| Participant deferral / active EE | $4,852 | $5,680-14.6% | $6,842-29.1% | $3,740+29.7% |
| Admin fee / account holder | $25,449 | $6,053+320.5% | $9,309+173.4% | $5,306+379.6% |