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 | $130,053 | $27,915+365.9% | $58,482+122.4% | $75,163+73.0% |
| Participation rate | 93.5% | 38.8%+54.7pp | 50.9%+42.7pp | 67.2%+26.4pp |
| Annual return | 16.98% | 44.20%-27.2pp | 4239.32%-4222.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,467 | $669+268.8% | $1,053+134.2% | $2,670-7.6% |
| Participant deferral / active EE | $4,338 | $1,201+261.1% | $1,924+125.5% | $4,125+5.1% |
| Admin fee / account holder | $3,022 | $1,726+75.1% | $2,516+20.1% | $5,651-46.5% |