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 | $224,590 | $100,852+122.7% | $90,404+148.4% | $158,922+41.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.58% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $15,969 | $3,689+332.9% | $3,262+389.6% | $4,761+235.4% |
| Participant deferral / active EE | $6,796 | $4,348+56.3% | $3,963+71.5% | $5,982+13.6% |
| Admin fee / account holder | $1,909 | $6,501-70.6% | $5,611-66.0% | $11,246-83.0% |