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 | $135,019 | $100,852+33.9% | $90,404+49.4% | $158,922-15.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 20.01% | 1724.20%-1704.2pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,176 | $3,689-68.1% | $3,262-63.9% | $4,761-75.3% |
| Participant deferral / active EE | $14,192 | $4,348+226.4% | $3,963+258.1% | $5,982+137.2% |
| Admin fee / account holder | $1,552 | $6,501-76.1% | $5,611-72.3% | $11,246-86.2% |