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 | $243,797 | $109,817+122.0% | $98,442+147.7% | $167,490+45.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 11.22% | 1956.69%-1945.5pp | 1492.73%-1481.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,009 | $3,224-37.7% | $2,960-32.1% | $4,837-58.5% |
| Participant deferral / active EE | $2,893 | $4,673-38.1% | $4,276-32.3% | $6,341-54.4% |
| Admin fee / account holder | $6,498 | $6,753-3.8% | $5,949+9.2% | $12,309-47.2% |