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 5-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 | $180,688 | $70,756+155.4% | $65,493+175.9% | $142,382+26.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.52% | 1754.89%-1736.4pp | 982.45%-963.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,906 | $2,881+70.3% | $2,574+90.6% | $4,299+14.1% |
| Participant deferral / active EE | $12,266 | $4,637+164.5% | $3,961+209.7% | $6,507+88.5% |
| Admin fee / account holder | $699 | $6,559-89.3% | $5,028-86.1% | $12,624-94.5% |