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 7-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 | $193,378 | $96,305+100.8% | $80,569+140.0% | $139,434+38.7% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 24.44% | 1350.08%-1325.6pp | 935.43%-911.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,430 | $3,262-56.2% | $2,723-47.5% | $4,751-69.9% |
| Participant deferral / active EE | $4,531 | $5,232-13.4% | $4,447+1.9% | $6,710-32.5% |
| Admin fee / account holder | $585 | $6,599-91.1% | $5,377-89.1% | $11,403-94.9% |