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 | $233,756 | $109,327+113.8% | $89,391+161.5% | $158,922+47.1% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 6.31% | 345.68%-339.4pp | 245.62%-239.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $4,355 | $3,170+37.4% | $2,586+68.4% | $4,761-8.5% |
| Participant deferral / active EE | $8,916 | $4,598+93.9% | $3,890+129.2% | $5,982+49.0% |
| Admin fee / account holder | $35,956 | $6,153+484.4% | $4,881+636.6% | $11,246+219.7% |