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 | $123,886 | $63,346+95.6% | $92,233+34.3% | $70,131+76.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 217.15% | 530.12%-313.0pp | 176.28%+40.9pp | 73.14%+144.0pp |
| Employer contribution / active EE | $10,839 | $2,471+338.6% | $3,679+194.6% | $2,342+362.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,061 | $3,840-72.4% | $5,194-79.6% | $4,645-77.2% |