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 | $146,193 | $29,660+392.9% | $56,411+159.2% | $80,856+80.8% |
| Participation rate | 83.3% | 41.6%+41.7pp | 52.5%+30.9pp | 67.6%+15.7pp |
| Annual return | 43.86% | 35.23%+8.6pp | 1701.33%-1657.5pp | 35.59%+8.3pp |
| Employer contribution / active EE | $1,118 | $669+67.0% | $1,039+7.6% | $2,755-59.4% |
| Participant deferral / active EE | $2,562 | $1,226+109.0% | $1,952+31.3% | $4,296-40.4% |
| Admin fee / account holder | $3,930 | $2,428+61.9% | $2,829+38.9% | $6,918-43.2% |