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 | $150,207 | $29,660+406.4% | $56,411+166.3% | $80,856+85.8% |
| Participation rate | 87.5% | 41.6%+45.9pp | 52.5%+35.0pp | 67.6%+19.9pp |
| Annual return | 12.86% | 35.23%-22.4pp | 1701.33%-1688.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,379 | $669+255.4% | $1,039+129.0% | $2,755-13.6% |
| Participant deferral / active EE | $4,224 | $1,226+244.6% | $1,952+116.4% | $4,296-1.7% |
| Admin fee / account holder | $7,096 | $2,428+192.3% | $2,829+150.8% | $6,918+2.6% |