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 | $234,245 | $159,901+46.5% | $146,958+59.4% | $145,922+60.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.87% | 98.13%-76.3pp | 418.34%-396.5pp | 561.29%-539.4pp |
| Employer contribution / active EE | $17,186 | $5,286+225.1% | $4,933+248.4% | $4,660+268.8% |
| Participant deferral / active EE | $12,799 | $8,428+51.9% | $8,070+58.6% | $6,688+91.4% |
| Admin fee / account holder | $1,100 | $15,044-92.7% | $12,998-91.5% | $13,397-91.8% |