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 | $206,828 | $112,881+83.2% | $90,951+127.4% | $158,922+30.1% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 19.34% | 215.79%-196.5pp | 134.60%-115.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $3,738 | $2,893+29.2% | $2,122+76.1% | $4,761-21.5% |
| Participant deferral / active EE | $7,545 | $4,128+82.8% | $3,373+123.7% | $5,982+26.1% |
| Admin fee / account holder | $1,333 | $8,041-83.4% | $5,959-77.6% | $11,246-88.1% |