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 | $154,302 | $96,635+59.7% | $86,612+78.2% | $139,434+10.7% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 15.56% | 106.41%-90.9pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,691 | $4,836+79.7% | $4,438+95.9% | $6,710+29.5% |
| Admin fee / account holder | $17,087 | $6,408+166.7% | $5,614+204.3% | $11,403+49.8% |