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 | $189,467 | $70,606+168.3% | $53,898+251.5% | $142,382+33.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.56% | 619.81%-600.3pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $804 | $1,202-33.1% | $932-13.7% | $4,299-81.3% |
| Participant deferral / active EE | $2,130 | $2,364-9.9% | $1,826+16.6% | $6,507-67.3% |
| Admin fee / account holder | $765 | $2,852-73.2% | $2,491-69.3% | $12,624-93.9% |