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 | $168,594 | $126,574+33.2% | $106,213+58.7% | $145,922+15.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.41% | 224.79%-210.4pp | 116.14%-101.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,742 | $3,730+53.9% | $3,171+81.0% | $4,660+23.2% |
| Participant deferral / active EE | $14,241 | $5,724+148.8% | $5,016+183.9% | $6,688+112.9% |
| Admin fee / account holder | $3,023 | $17,304-82.5% | $11,033-72.6% | $13,397-77.4% |