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 | $82,992 | $60,124+38.0% | $90,404-8.2% | $79,858+3.9% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 20.15% | 71.94%-51.8pp | 1293.02%-1272.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $4,440 | $2,068+114.8% | $3,262+36.1% | $2,471+79.7% |
| Participant deferral / active EE | $5,775 | $2,938+96.5% | $3,963+45.7% | $3,740+54.4% |
| Admin fee / account holder | $1,551 | $3,976-61.0% | $5,611-72.4% | $5,306-70.8% |