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 | $174,201 | $72,400+140.6% | $67,502+158.1% | $145,922+19.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 12.61% | 7182.46%-7169.9pp | 3512.12%-3499.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $9,893 | $3,069+222.3% | $2,731+262.3% | $4,660+112.3% |
| Participant deferral / active EE | $24,811 | $4,783+418.7% | $4,000+520.3% | $6,688+271.0% |
| Admin fee / account holder | $6,734 | $5,539+21.6% | $3,998+68.4% | $13,397-49.7% |