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 | $143,910 | $74,888+92.2% | $71,209+102.1% | $142,382+1.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.92% | 345.14%-324.2pp | 282.51%-261.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $7,935 | $2,854+178.0% | $2,721+191.6% | $4,299+84.6% |
| Participant deferral / active EE | $6,545 | $4,454+46.9% | $4,175+56.7% | $6,507+0.6% |
| Admin fee / account holder | $598 | $5,568-89.3% | $5,349-88.8% | $12,624-95.3% |