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 | $180,290 | $30,400+493.1% | $53,898+234.5% | $84,808+112.6% |
| Participation rate | 76.8% | 46.4%+30.3pp | 55.0%+21.8pp | 68.3%+8.5pp |
| Annual return | 16.77% | 500.19%-483.4pp | 528.60%-511.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,182 | $603+96.2% | $932+26.9% | $2,631-55.1% |
| Participant deferral / active EE | $7,711 | $1,199+543.3% | $1,826+322.2% | $4,212+83.1% |
| Admin fee / account holder | $4,322 | $1,993+116.8% | $2,491+73.5% | $7,344-41.2% |