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 | $216,625 | $99,020+118.8% | $86,590+150.2% | $147,584+46.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.61% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $9,166 | $3,132+192.6% | $2,839+222.8% | $4,876+88.0% |
| Participant deferral / active EE | $8,037 | $3,972+102.3% | $3,609+122.7% | $5,439+47.8% |
| Admin fee / account holder | $813 | $5,710-85.8% | $4,906-83.4% | $10,885-92.5% |