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 | $184,628 | $109,817+68.1% | $98,442+87.6% | $167,490+10.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 15.75% | 1956.69%-1940.9pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $6,332 | $3,224+96.4% | $2,960+113.9% | $4,837+30.9% |
| Participant deferral / active EE | $12,888 | $4,673+175.8% | $4,276+201.4% | $6,341+103.2% |
| Admin fee / account holder | $39,166 | $6,753+480.0% | $5,949+558.3% | $12,309+218.2% |