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 | $166,965 | $60,124+177.7% | $90,404+84.7% | $79,858+109.1% |
| Participation rate | 71.1% | 65.0%+6.1pp | 72.7%-1.6pp | 69.6%+1.4pp |
| Annual return | 13.18% | 71.94%-58.8pp | 1293.02%-1279.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,681 | $2,068+78.0% | $3,262+12.9% | $2,471+49.0% |
| Participant deferral / active EE | $6,689 | $2,938+127.7% | $3,963+68.8% | $3,740+78.9% |
| Admin fee / account holder | $1,529 | $3,976-61.5% | $5,611-72.8% | $5,306-71.2% |