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 | $141,260 | $70,606+100.1% | $53,898+162.1% | $142,382-0.8% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 17.41% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,373 | $1,202+97.4% | $932+154.6% | $4,299-44.8% |
| Participant deferral / active EE | $13,902 | $2,364+488.1% | $1,826+661.2% | $6,507+113.6% |
| Admin fee / account holder | $1,312 | $2,852-54.0% | $2,491-47.3% | $12,624-89.6% |