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 | $84,394 | $60,124+40.4% | $90,404-6.6% | $79,858+5.7% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 11.99% | 71.94%-60.0pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,431 | $2,068-30.8% | $3,262-56.1% | $2,471-42.1% |
| Participant deferral / active EE | $7,455 | $2,938+153.7% | $3,963+88.1% | $3,740+99.3% |
| Admin fee / account holder | $572 | $3,976-85.6% | $5,611-89.8% | $5,306-89.2% |