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 | $85,634 | $49,922+71.5% | $80,569+6.3% | $75,163+13.9% |
| Participation rate | 82.9% | 55.3%+27.6pp | 67.0%+15.9pp | 67.2%+15.7pp |
| Annual return | 16.77% | 34.69%-17.9pp | 935.43%-918.7pp | 160.62%-143.8pp |
| Employer contribution / active EE | $3,092 | $1,698+82.1% | $2,723+13.5% | $2,670+15.8% |
| Participant deferral / active EE | $7,140 | $2,990+138.8% | $4,447+60.5% | $4,125+73.1% |
| Admin fee / account holder | $394 | $3,577-89.0% | $5,377-92.7% | $5,651-93.0% |