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 9-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 | $230,356 | $124,185+85.5% | $108,410+112.5% | $167,490+37.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.22% | 1379.64%-1365.4pp | 905.27%-891.0pp | 478.56%-464.3pp |
| Employer contribution / active EE | $16,983 | $4,187+305.6% | $3,558+377.3% | $4,837+251.1% |
| Participant deferral / active EE | $13,598 | $6,908+96.8% | $6,563+107.2% | $6,341+114.4% |
| Admin fee / account holder | $1,603 | $9,455-83.0% | $7,295-78.0% | $12,309-87.0% |