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 | $150,689 | $70,606+113.4% | $53,898+179.6% | $142,382+5.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 12.76% | 619.81%-607.1pp | 528.60%-515.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,401 | $1,202+16.5% | $932+50.3% | $4,299-67.4% |
| Participant deferral / active EE | $5,028 | $2,364+112.7% | $1,826+175.3% | $6,507-22.7% |
| Admin fee / account holder | $4,969 | $2,852+74.3% | $2,491+99.5% | $12,624-60.6% |