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 | $167,609 | $100,852+66.2% | $90,404+85.4% | $158,922+5.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.41% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $8,851 | $3,689+140.0% | $3,262+171.3% | $4,761+85.9% |
| Participant deferral / active EE | $5,702 | $4,348+31.1% | $3,963+43.9% | $5,982-4.7% |
| Admin fee / account holder | $600 | $6,501-90.8% | $5,611-89.3% | $11,246-94.7% |