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 | $241,401 | $105,998+127.7% | $92,233+161.7% | $147,584+63.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.91% | 50.05%-32.1pp | 176.28%-158.4pp | 578.55%-560.6pp |
| Employer contribution / active EE | $15,961 | $4,333+268.4% | $3,679+333.8% | $4,876+227.3% |
| Participant deferral / active EE | $7,904 | $4,478+76.5% | $3,897+102.8% | $5,439+45.3% |
| Admin fee / account holder | $647 | $6,332-89.8% | $5,194-87.5% | $10,885-94.1% |