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 | $159,283 | $60,124+164.9% | $90,404+76.2% | $79,858+99.5% |
| Participation rate | 81.1% | 65.0%+16.1pp | 72.7%+8.4pp | 69.6%+11.4pp |
| Annual return | 15.40% | 71.94%-56.5pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,527 | $2,068+22.2% | $3,262-22.5% | $2,471+2.3% |
| Participant deferral / active EE | $5,181 | $2,938+76.3% | $3,963+30.7% | $3,740+38.5% |
| Admin fee / account holder | $5,676 | $3,976+42.7% | $5,611+1.2% | $5,306+7.0% |