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 6-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 | $170,191 | $96,635+76.1% | $86,612+96.5% | $139,434+22.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.65% | 106.41%-88.8pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,386 | $3,263-26.9% | $3,022-21.1% | $4,751-49.8% |
| Participant deferral / active EE | $8,505 | $4,836+75.9% | $4,438+91.6% | $6,710+26.7% |
| Admin fee / account holder | $546 | $6,408-91.5% | $5,614-90.3% | $11,403-95.2% |