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 | $237,302 | $89,355+165.6% | $141,162+68.1% | $72,985+225.1% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 19.64% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $8,196 | $3,114+163.2% | $4,735+73.1% | $2,440+235.9% |
| Participant deferral / active EE | $9,435 | $5,418+74.1% | $6,709+40.6% | $3,607+161.5% |
| Admin fee / account holder | $1,368 | $5,958-77.0% | $10,261-86.7% | $5,124-73.3% |