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 | $172,833 | $68,097+153.8% | $62,929+174.6% | $137,256+25.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.24% | 1859.11%-1839.9pp | 1063.93%-1044.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $10,206 | $2,811+263.1% | $2,505+307.5% | $4,156+145.6% |
| Participant deferral / active EE | $13,270 | $4,553+191.5% | $3,888+241.3% | $6,407+107.1% |
| Admin fee / account holder | $4,829 | $6,521-26.0% | $5,065-4.7% | $12,270-60.6% |