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 | $231,774 | $159,901+44.9% | $146,958+57.7% | $145,922+58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.74% | 98.13%-75.4pp | 418.34%-395.6pp | 561.29%-538.5pp |
| Employer contribution / active EE | $2,602 | $5,286-50.8% | $4,933-47.3% | $4,660-44.2% |
| Participant deferral / active EE | $12,725 | $8,428+51.0% | $8,070+57.7% | $6,688+90.3% |
| Admin fee / account holder | $48,339 | $15,044+221.3% | $12,998+271.9% | $13,397+260.8% |