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 | $78,514 | $49,173+59.7% | $121,098-35.2% | $75,163+4.5% |
| Participation rate | 71.7% | 55.4%+16.3pp | 69.5%+2.2pp | 67.2%+4.5pp |
| Annual return | 33.07% | 55.99%-22.9pp | 985.75%-952.7pp | 160.62%-127.6pp |
| Employer contribution / active EE | $1,759 | $1,546+13.8% | $4,164-57.8% | $2,670-34.1% |
| Participant deferral / active EE | $6,347 | $2,628+141.6% | $4,080+55.6% | $4,125+53.9% |
| Admin fee / account holder | $9,428 | $3,942+139.2% | $5,644+67.0% | $5,651+66.8% |