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 | $209,968 | $102,966+103.9% | $90,281+132.6% | $152,861+37.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 21.91% | 95.16%-73.3pp | 78.10%-56.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $6,488 | $3,139+106.7% | $2,854+127.3% | $4,762+36.2% |
| Participant deferral / active EE | $17,080 | $4,281+298.9% | $3,885+339.6% | $5,850+192.0% |
| Admin fee / account holder | $41,376 | $6,171+570.5% | $5,351+673.2% | $11,596+256.8% |