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 | $131,282 | $63,346+107.2% | $92,233+42.3% | $70,131+87.2% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 15.02% | 530.12%-515.1pp | 176.28%-161.3pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,303 | $2,471+33.7% | $3,679-10.2% | $2,342+41.0% |
| Participant deferral / active EE | $7,438 | $2,854+160.6% | $3,897+90.9% | $3,332+123.3% |
| Admin fee / account holder | $2,528 | $3,840-34.2% | $5,194-51.3% | $4,645-45.6% |