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 | $198,243 | $108,642+82.5% | $74,701+165.4% | $152,861+29.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 23.57% | 114.06%-90.5pp | 752.92%-729.3pp | 345.32%-321.7pp |
| Employer contribution / active EE | $7,328 | $1,503+387.6% | $1,084+576.3% | $4,762+53.9% |
| Participant deferral / active EE | $9,905 | $2,712+265.2% | $1,964+404.4% | $5,850+69.3% |
| Admin fee / account holder | $3,368 | $4,902-31.3% | $3,333+1.1% | $11,596-71.0% |