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 | $186,626 | $110,809+68.4% | $86,874+114.8% | $167,490+11.4% |
| Participation rate | 88.9% | 75.8%+13.1pp | 71.6%+17.3pp | 82.1%+6.8pp |
| Annual return | 32.12% | 116.98%-84.9pp | 63.52%-31.4pp | 478.56%-446.4pp |
| Employer contribution / active EE | $2,531 | $3,244-22.0% | $2,495+1.4% | $4,837-47.7% |
| Participant deferral / active EE | $4,545 | $4,5460% | $3,699+22.9% | $6,341-28.3% |
| Admin fee / account holder | $823 | $8,415-90.2% | $5,828-85.9% | $12,309-93.3% |