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 | $178,024 | $72,400+145.9% | $67,502+163.7% | $145,922+22.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.74% | 7182.46%-7162.7pp | 3512.12%-3492.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $3,092 | $3,069+0.7% | $2,731+13.2% | $4,660-33.6% |
| Participant deferral / active EE | $7,938 | $4,783+66.0% | $4,000+98.5% | $6,688+18.7% |
| Admin fee / account holder | $1,073 | $5,539-80.6% | $3,998-73.2% | $13,397-92.0% |