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 | $170,545 | $108,919+56.6% | $100,391+69.9% | $145,922+16.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 57.88%-46.2pp | 49.20%-37.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,741 | $4,419-38.0% | $3,942-30.5% | $4,660-41.2% |
| Participant deferral / active EE | $7,904 | $8,445-6.4% | $8,082-2.2% | $6,688+18.2% |
| Admin fee / account holder | $13,912 | $9,689+43.6% | $7,899+76.1% | $13,397+3.8% |