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 6-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 | $156,203 | $60,124+159.8% | $90,404+72.8% | $79,858+95.6% |
| Participation rate | 71.0% | 65.0%+6.0pp | 72.7%-1.7pp | 69.6%+1.3pp |
| Annual return | 12.30% | 71.94%-59.6pp | 1293.02%-1280.7pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,067 | $2,0680% | $3,262-36.6% | $2,471-16.4% |
| Participant deferral / active EE | $5,332 | $2,938+81.5% | $3,963+34.5% | $3,740+42.6% |
| Admin fee / account holder | $10,510 | $3,976+164.3% | $5,611+87.3% | $5,306+98.1% |