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 | $230,164 | $109,817+109.6% | $98,442+133.8% | $167,490+37.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.37% | 1956.69%-1945.3pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $6,673 | $3,224+107.0% | $2,960+125.5% | $4,837+37.9% |
| Participant deferral / active EE | $5,854 | $4,673+25.3% | $4,276+36.9% | $6,341-7.7% |
| Admin fee / account holder | $342 | $6,753-94.9% | $5,949-94.3% | $12,309-97.2% |