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 9-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 | $185,987 | $30,400+511.8% | $53,898+245.1% | $84,808+119.3% |
| Participation rate | 87.1% | 46.4%+40.7pp | 55.0%+32.1pp | 68.3%+18.8pp |
| Annual return | 16.43% | 500.19%-483.8pp | 528.60%-512.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $991 | $603+64.5% | $932+6.4% | $2,631-62.3% |
| Participant deferral / active EE | $7,101 | $1,199+492.4% | $1,826+288.8% | $4,212+68.6% |
| Admin fee / account holder | $62,125 | $1,993+3016.7% | $2,491+2394.2% | $7,344+746.0% |