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 | $194,209 | $102,317+89.8% | $146,958+32.2% | $80,856+140.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.2%+14.1pp | 67.6%+28.7pp |
| Annual return | 19.25% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $8,107 | $3,713+118.3% | $4,933+64.3% | $2,755+194.3% |
| Participant deferral / active EE | $7,520 | $6,644+13.2% | $8,070-6.8% | $4,296+75.1% |
| Admin fee / account holder | $10,395 | $7,941+30.9% | $12,998-20.0% | $6,918+50.3% |