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 | $153,821 | $70,606+117.9% | $53,898+185.4% | $142,382+8.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 27.22% | 619.81%-592.6pp | 528.60%-501.4pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,689 | $1,202+40.5% | $932+81.2% | $4,299-60.7% |
| Participant deferral / active EE | $2,765 | $2,364+17.0% | $1,826+51.4% | $6,507-57.5% |
| Admin fee / account holder | $1,506 | $2,852-47.2% | $2,491-39.5% | $12,624-88.1% |