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 | $167,357 | $176,662-5.3% | $130,648+28.1% | $152,861+9.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 25.56% | 2692.24%-2666.7pp | 1708.96%-1683.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,842 | $5,742-33.1% | $4,092-6.1% | $4,762-19.3% |
| Participant deferral / active EE | $6,281 | $4,361+44.0% | $3,603+74.3% | $5,850+7.4% |
| Admin fee / account holder | $998 | $7,133-86.0% | $5,464-81.7% | $11,596-91.4% |