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 | $137,135 | $80,812+69.7% | $160,784-14.7% | $82,448+66.3% |
| Participation rate | 93.8% | 66.2%+27.5pp | 77.0%+16.8pp | 68.1%+25.7pp |
| Annual return | 21.05% | 100.59%-79.5pp | 1803.92%-1782.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $7,580 | $2,174+248.7% | $3,733+103.1% | $2,551+197.2% |
| Participant deferral / active EE | $12,746 | $4,335+194.0% | $6,293+102.5% | $4,139+207.9% |
| Admin fee / account holder | $4,078 | $7,695-47.0% | $9,717-58.0% | $7,234-43.6% |