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 | $234,595 | $109,817+113.6% | $98,442+138.3% | $167,490+40.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.91% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $3,984 | $3,224+23.6% | $2,960+34.6% | $4,837-17.6% |
| Participant deferral / active EE | $7,987 | $4,673+70.9% | $4,276+86.8% | $6,341+25.9% |
| Admin fee / account holder | $311 | $6,753-95.4% | $5,949-94.8% | $12,309-97.5% |