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 | $105,002 | $60,124+74.6% | $90,404+16.1% | $79,858+31.5% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 27.38% | 71.94%-44.6pp | 1293.02%-1265.6pp | 31.71%-4.3pp |
| Employer contribution / active EE | $2,362 | $2,068+14.2% | $3,262-27.6% | $2,471-4.4% |
| Participant deferral / active EE | $3,866 | $2,938+31.6% | $3,963-2.5% | $3,740+3.4% |
| Admin fee / account holder | $10,881 | $3,976+173.6% | $5,611+93.9% | $5,306+105.1% |