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 | $242,609 | $176,662+37.3% | $130,648+85.7% | $152,861+58.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.36% | 2692.24%-2673.9pp | 1708.96%-1690.6pp | 345.32%-327.0pp |
| Employer contribution / active EE | $10,282 | $5,742+79.1% | $4,092+151.3% | $4,762+115.9% |
| Participant deferral / active EE | $5,116 | $4,361+17.3% | $3,603+42.0% | $5,850-12.5% |
| Admin fee / account holder | $2,408 | $7,133-66.2% | $5,464-55.9% | $11,596-79.2% |