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 | $188,194 | $105,998+77.5% | $92,233+104.0% | $147,584+27.5% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 20.28% | 50.05%-29.8pp | 176.28%-156.0pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,036 | $4,333-76.1% | $3,679-71.9% | $4,876-78.8% |
| Participant deferral / active EE | $12,769 | $4,478+185.2% | $3,897+227.7% | $5,439+134.8% |
| Admin fee / account holder | $5,661 | $6,332-10.6% | $5,194+9.0% | $10,885-48.0% |