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 | $211,388 | $74,888+182.3% | $71,209+196.9% | $142,382+48.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 30.50% | 345.14%-314.6pp | 282.51%-252.0pp | 217.08%-186.6pp |
| Employer contribution / active EE | $8,241 | $2,854+188.7% | $2,721+202.9% | $4,299+91.7% |
| Participant deferral / active EE | $9,570 | $4,454+114.8% | $4,175+129.2% | $6,507+47.1% |
| Admin fee / account holder | $1,222 | $5,568-78.1% | $5,349-77.2% | $12,624-90.3% |