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 | $92,592 | $60,124+54.0% | $90,404+2.4% | $79,858+15.9% |
| Participation rate | 88.2% | 65.0%+23.3pp | 72.7%+15.6pp | 69.6%+18.6pp |
| Annual return | 11.86% | 71.94%-60.1pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,903 | $2,068-8.0% | $3,262-41.7% | $2,471-23.0% |
| Participant deferral / active EE | $3,694 | $2,938+25.7% | $3,963-6.8% | $3,740-1.2% |
| Admin fee / account holder | $29,113 | $3,976+632.1% | $5,611+418.9% | $5,306+448.6% |