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 | $223,249 | $175,202+27.4% | $149,673+49.2% | $139,434+60.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.12% | 166.71%-142.6pp | 134.42%-110.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $12,932 | $5,474+136.2% | $4,818+168.4% | $4,751+172.2% |
| Participant deferral / active EE | $7,602 | $6,519+16.6% | $5,680+33.8% | $6,710+13.3% |
| Admin fee / account holder | $20,931 | $16,150+29.6% | $13,210+58.4% | $11,403+83.6% |