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 | $172,642 | $83,902+105.8% | $167,512+3.1% | $84,808+103.6% |
| Participation rate | 88.9% | 66.5%+22.4pp | 77.1%+11.8pp | 68.3%+20.6pp |
| Annual return | 15.33% | 91.55%-76.2pp | 1615.79%-1600.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,846 | $2,264+114.1% | $3,882+24.9% | $2,631+84.2% |
| Participant deferral / active EE | $10,244 | $4,442+130.6% | $6,405+60.0% | $4,212+143.2% |
| Admin fee / account holder | $23,948 | $7,915+202.6% | $9,769+145.1% | $7,344+226.1% |