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 | $72,184 | $49,173+46.8% | $121,098-40.4% | $75,163-4.0% |
| Participation rate | 92.3% | 55.4%+36.9pp | 69.5%+22.8pp | 67.2%+25.1pp |
| Annual return | 15.36% | 55.99%-40.6pp | 985.75%-970.4pp | 160.62%-145.3pp |
| Employer contribution / active EE | $3,807 | $1,546+146.3% | $4,164-8.6% | $2,670+42.6% |
| Participant deferral / active EE | $3,525 | $2,628+34.2% | $4,080-13.6% | $4,125-14.5% |
| Admin fee / account holder | $574 | $3,942-85.4% | $5,644-89.8% | $5,651-89.8% |