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 | $222,929 | $81,625+173.1% | $58,482+281.2% | $139,434+59.9% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 17.44% | 7404.20%-7386.8pp | 4239.32%-4221.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,309 | $1,398+208.2% | $1,053+309.1% | $4,751-9.3% |
| Participant deferral / active EE | $322 | $2,557-87.4% | $1,924-83.3% | $6,710-95.2% |
| Admin fee / account holder | $2,470 | $3,265-24.3% | $2,516-1.8% | $11,403-78.3% |