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 | $93,617 | $70,606+32.6% | $53,898+73.7% | $142,382-34.2% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 13.71% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $720 | $1,202-40.1% | $932-22.8% | $4,299-83.3% |
| Participant deferral / active EE | $4,534 | $2,364+91.8% | $1,826+148.3% | $6,507-30.3% |
| Admin fee / account holder | $1,309 | $2,852-54.1% | $2,491-47.4% | $12,624-89.6% |