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 | $83,902+63.4% | $167,512-18.1% | $84,808+61.7% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 21.05% | 91.55%-70.5pp | 1615.79%-1594.7pp | 40.90%-19.9pp |
| Employer contribution / active EE | $7,580 | $2,264+234.8% | $3,882+95.3% | $2,631+188.1% |
| Participant deferral / active EE | $12,746 | $4,442+186.9% | $6,405+99.0% | $4,212+202.6% |
| Admin fee / account holder | $4,078 | $7,915-48.5% | $9,769-58.3% | $7,344-44.5% |