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 | $247,227 | $112,881+119.0% | $90,951+171.8% | $158,922+55.6% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 9.48% | 215.79%-206.3pp | 134.60%-125.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $10,409 | $2,893+259.8% | $2,122+390.5% | $4,761+118.6% |
| Participant deferral / active EE | $6,838 | $4,128+65.7% | $3,373+102.7% | $5,982+14.3% |
| Admin fee / account holder | $26,448 | $8,041+228.9% | $5,959+343.9% | $11,246+135.2% |