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 | $109,540 | $60,124+82.2% | $90,404+21.2% | $79,858+37.2% |
| Participation rate | 84.4% | 65.0%+19.5pp | 72.7%+11.8pp | 69.6%+14.8pp |
| Annual return | 10.53% | 71.94%-61.4pp | 1293.02%-1282.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $1,511 | $2,068-26.9% | $3,262-53.7% | $2,471-38.8% |
| Participant deferral / active EE | $5,578 | $2,938+89.9% | $3,963+40.8% | $3,740+49.2% |
| Admin fee / account holder | $6,292 | $3,976+58.2% | $5,611+12.1% | $5,306+18.6% |