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 | $100,187 | $29,660+237.8% | $56,411+77.6% | $80,856+23.9% |
| Participation rate | 72.0% | 41.6%+30.4pp | 52.5%+19.5pp | 67.6%+4.4pp |
| Annual return | 19.02% | 35.23%-16.2pp | 1701.33%-1682.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,173 | $669+75.2% | $1,039+12.9% | $2,755-57.4% |
| Participant deferral / active EE | $3,547 | $1,226+189.3% | $1,952+81.7% | $4,296-17.4% |
| Admin fee / account holder | $1,735 | $2,428-28.5% | $2,829-38.7% | $6,918-74.9% |