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 | $110,206 | $60,124+83.3% | $90,404+21.9% | $79,858+38.0% |
| Participation rate | 78.6% | 65.0%+13.6pp | 72.7%+5.9pp | 69.6%+8.9pp |
| Annual return | 17.09% | 71.94%-54.9pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,461 | $2,068+19.0% | $3,262-24.6% | $2,471-0.4% |
| Participant deferral / active EE | $6,694 | $2,938+127.8% | $3,963+68.9% | $3,740+79.0% |
| Admin fee / account holder | $7,519 | $3,976+89.1% | $5,611+34.0% | $5,306+41.7% |