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 | $156,459 | $96,305+62.5% | $80,569+94.2% | $139,434+12.2% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | 14.68% | 1350.08%-1335.4pp | 935.43%-920.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,241 | $3,262-31.3% | $2,723-17.7% | $4,751-52.8% |
| Participant deferral / active EE | $5,928 | $5,232+13.3% | $4,447+33.3% | $6,710-11.7% |
| Admin fee / account holder | $1,684 | $6,599-74.5% | $5,377-68.7% | $11,403-85.2% |