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 | $238,213 | $109,817+116.9% | $98,442+142.0% | $167,490+42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.84% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $335 | $3,224-89.6% | $2,960-88.7% | $4,837-93.1% |
| Participant deferral / active EE | $6,953 | $4,673+48.8% | $4,276+62.6% | $6,341+9.6% |
| Admin fee / account holder | $1,841 | $6,753-72.7% | $5,949-69.1% | $12,309-85.0% |