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 | $113,169 | $60,124+88.2% | $90,404+25.2% | $79,858+41.7% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 15.46% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,914 | $2,068+186.0% | $3,262+81.3% | $2,471+139.3% |
| Participant deferral / active EE | $12,319 | $2,938+319.3% | $3,963+210.8% | $3,740+229.4% |
| Admin fee / account holder | $4,459 | $3,976+12.1% | $5,611-20.5% | $5,306-16.0% |