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 | $120,556 | $83,902+43.7% | $167,512-28.0% | $84,808+42.2% |
| Participation rate | 73.9% | 66.5%+7.4pp | 77.1%-3.1pp | 68.3%+5.6pp |
| Annual return | 20.30% | 91.55%-71.3pp | 1615.79%-1595.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,262 | $2,264+44.1% | $3,882-16.0% | $2,631+24.0% |
| Participant deferral / active EE | $7,087 | $4,442+59.5% | $6,405+10.7% | $4,212+68.3% |
| Admin fee / account holder | $13,858 | $7,915+75.1% | $9,769+41.9% | $7,344+88.7% |