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 | $170,212 | $100,852+68.8% | $90,404+88.3% | $158,922+7.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.07% | 1724.20%-1708.1pp | 1293.02%-1277.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $624 | $3,689-83.1% | $3,262-80.9% | $4,761-86.9% |
| Participant deferral / active EE | $6,920 | $4,348+59.2% | $3,963+74.6% | $5,982+15.7% |
| Admin fee / account holder | $2,065 | $6,501-68.2% | $5,611-63.2% | $11,246-81.6% |