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 | $122,296 | $60,124+103.4% | $90,404+35.3% | $79,858+53.1% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 23.46% | 71.94%-48.5pp | 1293.02%-1269.6pp | 31.71%-8.3pp |
| Employer contribution / active EE | $7,717 | $2,068+273.2% | $3,262+136.6% | $2,471+212.3% |
| Participant deferral / active EE | $10,062 | $2,938+242.4% | $3,963+153.9% | $3,740+169.0% |
| Admin fee / account holder | $1,169 | $3,976-70.6% | $5,611-79.2% | $5,306-78.0% |