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 | $217,181 | $144,119+50.7% | $117,854+84.3% | $147,584+47.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.90% | 531.15%-509.2pp | 335.08%-313.2pp | 578.55%-556.7pp |
| Employer contribution / active EE | $7,577 | $4,896+54.7% | $3,786+100.1% | $4,876+55.4% |
| Participant deferral / active EE | $9,735 | $5,316+83.1% | $4,482+117.2% | $5,439+79.0% |
| Admin fee / account holder | $26,637 | $10,886+144.7% | $8,020+232.1% | $10,885+144.7% |