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 | $144,350 | $81,625+76.8% | $58,482+146.8% | $139,434+3.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 24.51% | 7404.20%-7379.7pp | 4239.32%-4214.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,047 | $1,398-25.1% | $1,053-0.6% | $4,751-78.0% |
| Participant deferral / active EE | $13,640 | $2,557+433.5% | $1,924+609.0% | $6,710+103.3% |
| Admin fee / account holder | $839 | $3,265-74.3% | $2,516-66.6% | $11,403-92.6% |