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 | $133,461 | $48,364+176.0% | $71,796+85.9% | $62,891+112.2% |
| Participation rate | 73.1% | 60.6%+12.5pp | 69.1%+4.0pp | 69.3%+3.8pp |
| Annual return | 5.70% | 13.16%-7.5pp | 78.04%-72.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,529 | $1,042+238.7% | $1,924+83.4% | $2,281+54.7% |
| Participant deferral / active EE | $6,016 | $2,091+187.7% | $2,794+115.3% | $3,203+87.8% |
| Admin fee / account holder | $8,489 | $3,771+125.1% | $4,815+76.3% | $4,296+97.6% |