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 | $184,252 | $99,020+86.1% | $86,590+112.8% | $147,584+24.8% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 35.02% | 1312.34%-1277.3pp | 964.84%-929.8pp | 578.55%-543.5pp |
| Employer contribution / active EE | $1,786 | $3,132-43.0% | $2,839-37.1% | $4,876-63.4% |
| Participant deferral / active EE | $8,667 | $3,972+118.2% | $3,609+140.2% | $5,439+59.4% |
| Admin fee / account holder | $8,951 | $5,710+56.7% | $4,906+82.5% | $10,885-17.8% |