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 | $179,087 | $99,079+80.8% | $77,999+129.6% | $273,961-34.6% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.5%+19.9pp | 83.0%+12.4pp |
| Annual return | 5.83% | 217.93%-212.1pp | 425.96%-420.1pp | 41.45%-35.6pp |
| Employer contribution / active EE | $7,467 | $3,308+125.8% | $2,470+202.3% | $4,869+53.4% |
| Participant deferral / active EE | $13,300 | $4,306+208.9% | $3,497+280.4% | $5,287+151.6% |
| Admin fee / account holder | $3,691 | $8,954-58.8% | $5,480-32.7% | $10,132-63.6% |