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 4-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 | $170,489 | $90,348+88.7% | $75,972+124.4% | $145,922+16.8% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 12.81% | 620.88%-608.1pp | 359.55%-346.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,688 | $3,311-18.8% | $2,685+0.1% | $4,660-42.3% |
| Participant deferral / active EE | $8,423 | $5,162+63.2% | $4,255+97.9% | $6,688+25.9% |
| Admin fee / account holder | $16,822 | $8,467+98.7% | $6,467+160.1% | $13,397+25.6% |