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 | $101,321 | $58,208+74.1% | $81,812+23.8% | $80,856+25.3% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 18.97% | 41.66%-22.7pp | 773.79%-754.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $7,227 | $2,340+208.9% | $2,912+148.2% | $2,755+162.4% |
| Participant deferral / active EE | $15,628 | $3,281+376.3% | $4,319+261.9% | $4,296+263.8% |
| Admin fee / account holder | $11,407 | $4,981+129.0% | $7,386+54.4% | $6,918+64.9% |