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 | $146,405 | $65,561+123.3% | $86,188+69.9% | $75,163+94.8% |
| Participation rate | 84.6% | 60.5%+24.1pp | 69.0%+15.7pp | 67.2%+17.4pp |
| Annual return | 19.83% | 46.05%-26.2pp | 1168.45%-1148.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,026 | $1,553+94.9% | $2,380+27.1% | $2,670+13.4% |
| Participant deferral / active EE | $6,102 | $3,024+101.8% | $3,985+53.1% | $4,125+47.9% |
| Admin fee / account holder | $4,420 | $5,474-19.3% | $6,852-35.5% | $5,651-21.8% |