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 | $218,746 | $109,327+100.1% | $89,391+144.7% | $158,922+37.6% |
| Participation rate | 94.7% | 74.3%+20.5pp | 68.0%+26.8pp | 82.0%+12.8pp |
| Annual return | 14.86% | 345.68%-330.8pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,755 | $3,170+18.5% | $2,586+45.2% | $4,761-21.1% |
| Participant deferral / active EE | $10,361 | $4,598+125.3% | $3,890+166.4% | $5,982+73.2% |
| Admin fee / account holder | $4,833 | $6,153-21.5% | $4,881-1.0% | $11,246-57.0% |