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 | $233,805 | $74,888+212.2% | $71,209+228.3% | $142,382+64.2% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 13.27% | 345.14%-331.9pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,341 | $2,854+52.1% | $2,721+59.6% | $4,299+1.0% |
| Participant deferral / active EE | $16,599 | $4,454+272.6% | $4,175+297.6% | $6,507+155.1% |
| Admin fee / account holder | $7,299 | $5,568+31.1% | $5,349+36.5% | $12,624-42.2% |