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 | $164,845 | $57,281+187.8% | $86,612+90.3% | $75,163+119.3% |
| Participation rate | 94.1% | 63.2%+30.9pp | 71.7%+22.4pp | 67.2%+26.9pp |
| Annual return | 32.63% | 2670.75%-2638.1pp | 591.07%-558.4pp | 160.62%-128.0pp |
| Employer contribution / active EE | $590 | $2,314-74.5% | $3,022-80.5% | $2,670-77.9% |
| Participant deferral / active EE | $15,781 | $3,318+375.6% | $4,438+255.6% | $4,125+282.6% |
| Admin fee / account holder | $2,019 | $4,112-50.9% | $5,614-64.0% | $5,651-64.3% |