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 | $195,018 | $104,486+86.6% | $76,817+153.9% | $152,861+27.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 9.62% | 1013.37%-1003.8pp | 1166.11%-1156.5pp | 345.32%-335.7pp |
| Employer contribution / active EE | $7,258 | $3,116+133.0% | $2,302+215.3% | $4,762+52.4% |
| Participant deferral / active EE | $10,158 | $4,236+139.8% | $3,336+204.5% | $5,850+73.6% |
| Admin fee / account holder | $53,029 | $12,275+332.0% | $6,420+726.0% | $11,596+357.3% |