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 | $190,978 | $53,516+256.9% | $126,539+50.9% | $84,808+125.2% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 13.90% | 58.34%-44.4pp | 425.95%-412.1pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,367 | $1,535+119.4% | $3,674-8.4% | $2,631+28.0% |
| Participant deferral / active EE | $5,116 | $2,671+91.6% | $4,083+25.3% | $4,212+21.5% |
| Admin fee / account holder | $2,404 | $4,497-46.5% | $6,065-60.4% | $7,344-67.3% |