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 | $84,306 | $58,927+43.1% | $76,817+9.7% | $72,985+15.5% |
| Participation rate | 96.0% | 67.3%+28.7pp | 72.1%+23.9pp | 69.5%+26.5pp |
| Annual return | 16.65% | 2305.64%-2289.0pp | 1166.11%-1149.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $4,364 | $1,787+144.3% | $2,302+89.6% | $2,440+78.9% |
| Participant deferral / active EE | $3,390 | $2,690+26.0% | $3,336+1.6% | $3,607-6.0% |
| Admin fee / account holder | $3,741 | $4,013-6.8% | $6,420-41.7% | $5,124-27.0% |