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 | $215,933 | $114,047+89.3% | $96,139+124.6% | $167,490+28.9% |
| Participation rate | 94.7% | 75.1%+19.7pp | 68.4%+26.3pp | 82.1%+12.6pp |
| Annual return | 20.18% | 189.88%-169.7pp | 191.94%-171.8pp | 478.56%-458.4pp |
| Employer contribution / active EE | $2,278 | $3,427-33.5% | $2,797-18.5% | $4,837-52.9% |
| Participant deferral / active EE | $4,555 | $5,194-12.3% | $4,349+4.7% | $6,341-28.2% |
| Admin fee / account holder | $10,928 | $6,897+58.5% | $5,537+97.4% | $12,309-11.2% |