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 | $197,823 | $96,635+104.7% | $86,612+128.4% | $139,434+41.9% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 15.74% | 106.41%-90.7pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $776 | $3,263-76.2% | $3,022-74.3% | $4,751-83.7% |
| Participant deferral / active EE | $7,909 | $4,836+63.6% | $4,438+78.2% | $6,710+17.9% |
| Admin fee / account holder | $901 | $6,408-85.9% | $5,614-84.0% | $11,403-92.1% |