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 | $180,937 | $110,502+63.7% | $80,716+124.2% | $167,490+8.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.27% | 120.54%-105.3pp | 87.28%-72.0pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,758 | $1,543+14.0% | $1,160+51.6% | $4,837-63.7% |
| Participant deferral / active EE | $7,737 | $2,871+169.5% | $2,146+260.6% | $6,341+22.0% |
| Admin fee / account holder | $1,448 | $4,545-68.1% | $3,380-57.2% | $12,309-88.2% |