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 | $80,812+113.6% | $160,784+7.4% | $82,448+109.4% |
| Participation rate | 88.9% | 66.2%+22.7pp | 77.0%+11.9pp | 68.1%+20.8pp |
| Annual return | 15.33% | 100.59%-85.3pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $4,846 | $2,174+122.9% | $3,733+29.8% | $2,551+90.0% |
| Participant deferral / active EE | $10,244 | $4,335+136.3% | $6,293+62.8% | $4,139+147.5% |
| Admin fee / account holder | $23,948 | $7,695+211.2% | $9,717+146.5% | $7,234+231.0% |