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 | $150,923 | $102,317+47.5% | $146,958+2.7% | $80,856+86.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 60.08% | 134.76%-74.7pp | 418.34%-358.3pp | 35.59%+24.5pp |
| Employer contribution / active EE | $7,211 | $3,713+94.2% | $4,933+46.2% | $2,755+161.8% |
| Participant deferral / active EE | $5,692 | $6,644-14.3% | $8,070-29.5% | $4,296+32.5% |
| Admin fee / account holder | $11,467 | $7,941+44.4% | $12,998-11.8% | $6,918+65.8% |