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 8-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 | $218,529 | $102,604+113.0% | $86,188+153.6% | $139,434+56.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 20.14% | 1922.51%-1902.4pp | 1168.45%-1148.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,754 | $3,032-42.2% | $2,380-26.3% | $4,751-63.1% |
| Participant deferral / active EE | $5,501 | $4,676+17.7% | $3,985+38.0% | $6,710-18.0% |
| Admin fee / account holder | $6,038 | $8,657-30.2% | $6,852-11.9% | $11,403-47.0% |