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 | $148,076 | $72,071+105.5% | $68,368+116.6% | $137,256+7.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.24% | 353.14%-322.9pp | 292.57%-262.3pp | 220.34%-190.1pp |
| Employer contribution / active EE | $3,347 | $2,788+20.1% | $2,649+26.4% | $4,156-19.5% |
| Participant deferral / active EE | $16,677 | $4,410+278.2% | $4,123+304.5% | $6,407+160.3% |
| Admin fee / account holder | $4,543 | $5,336-14.9% | $5,150-11.8% | $12,270-63.0% |