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 | $243,128 | $102,966+136.1% | $90,281+169.3% | $152,861+59.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.27% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $5,462 | $3,139+74.0% | $2,854+91.3% | $4,762+14.7% |
| Participant deferral / active EE | $17,700 | $4,281+313.4% | $3,885+355.6% | $5,850+202.6% |
| Admin fee / account holder | $18,811 | $6,171+204.8% | $5,351+251.5% | $11,596+62.2% |