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 | $103,024 | $72,071+42.9% | $68,368+50.7% | $137,256-24.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 60.02% | 353.14%-293.1pp | 292.57%-232.6pp | 220.34%-160.3pp |
| Employer contribution / active EE | $4,941 | $2,788+77.2% | $2,649+86.5% | $4,156+18.9% |
| Participant deferral / active EE | $8,992 | $4,410+103.9% | $4,123+118.1% | $6,407+40.3% |
| Admin fee / account holder | $1,317 | $5,336-75.3% | $5,150-74.4% | $12,270-89.3% |