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 | $153,181 | $96,635+58.5% | $86,612+76.9% | $139,434+9.9% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 25.70% | 106.41%-80.7pp | 591.07%-565.4pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,290 | $3,263-60.5% | $3,022-57.3% | $4,751-72.8% |
| Participant deferral / active EE | $20,598 | $4,836+325.9% | $4,438+364.2% | $6,710+207.0% |
| Admin fee / account holder | $10,455 | $6,408+63.2% | $5,614+86.2% | $11,403-8.3% |