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 | $136,024 | $96,635+40.8% | $86,612+57.0% | $139,434-2.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 21.90% | 106.41%-84.5pp | 591.07%-569.2pp | 372.94%-351.0pp |
| Employer contribution / active EE | $7,485 | $3,263+129.4% | $3,022+147.6% | $4,751+57.5% |
| Participant deferral / active EE | $13,215 | $4,836+173.3% | $4,438+197.8% | $6,710+96.9% |
| Admin fee / account holder | $881 | $6,408-86.3% | $5,614-84.3% | $11,403-92.3% |