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 | $104,093 | $60,124+73.1% | $90,404+15.1% | $79,858+30.3% |
| Participation rate | 85.3% | 65.0%+20.3pp | 72.7%+12.6pp | 69.6%+15.7pp |
| Annual return | 13.79% | 71.94%-58.1pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,688 | $2,068-18.4% | $3,262-48.3% | $2,471-31.7% |
| Participant deferral / active EE | $4,966 | $2,938+69.0% | $3,963+25.3% | $3,740+32.8% |
| Admin fee / account holder | $2,988 | $3,976-24.9% | $5,611-46.7% | $5,306-43.7% |