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 | $112,130 | $60,124+86.5% | $90,404+24.0% | $79,858+40.4% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 23.37% | 71.94%-48.6pp | 1293.02%-1269.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $4,267 | $2,068+106.3% | $3,262+30.8% | $2,471+72.7% |
| Participant deferral / active EE | $8,664 | $2,938+194.9% | $3,963+118.6% | $3,740+131.6% |
| Admin fee / account holder | $4,879 | $3,976+22.7% | $5,611-13.0% | $5,306-8.1% |