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 | $232,560 | $85,202+173.0% | $172,739+34.6% | $72,985+218.6% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 26.31% | 27.32%-1.0pp | 802.84%-776.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $11,213 | $3,324+237.3% | $5,143+118.0% | $2,440+359.6% |
| Participant deferral / active EE | $12,547 | $3,260+284.8% | $5,198+141.4% | $3,607+247.8% |
| Admin fee / account holder | $4,204 | $5,884-28.6% | $13,954-69.9% | $5,124-18.0% |