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 | $229,174 | $109,817+108.7% | $98,442+132.8% | $167,490+36.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 34.34% | 1956.69%-1922.3pp | 1492.73%-1458.4pp | 478.56%-444.2pp |
| Employer contribution / active EE | $6,592 | $3,224+104.5% | $2,960+122.7% | $4,837+36.3% |
| Participant deferral / active EE | $10,415 | $4,673+122.9% | $4,276+143.6% | $6,341+64.2% |
| Admin fee / account holder | $5,288 | $6,753-21.7% | $5,949-11.1% | $12,309-57.0% |