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 | $128,423 | $109,817+16.9% | $98,442+30.5% | $167,490-23.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.73% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $7,256 | $3,224+125.1% | $2,960+145.1% | $4,837+50.0% |
| Participant deferral / active EE | $5,715 | $4,673+22.3% | $4,276+33.6% | $6,341-9.9% |
| Admin fee / account holder | $507 | $6,753-92.5% | $5,949-91.5% | $12,309-95.9% |