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 | $188,024 | $96,635+94.6% | $86,612+117.1% | $139,434+34.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.62% | 106.41%-88.8pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,870 | $3,263+79.9% | $3,022+94.2% | $4,751+23.6% |
| Participant deferral / active EE | $14,324 | $4,836+196.2% | $4,438+222.8% | $6,710+113.5% |
| Admin fee / account holder | $2,169 | $6,408-66.1% | $5,614-61.4% | $11,403-81.0% |