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 | $231,627 | $155,788+48.7% | $124,672+85.8% | $167,490+38.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 28.36% | 17.97%+10.4pp | 5142.93%-5114.6pp | 478.56%-450.2pp |
| Employer contribution / active EE | $8,333 | $4,163+100.2% | $3,324+150.7% | $4,837+72.3% |
| Participant deferral / active EE | $0 | $5,673-100.0% | $4,614-100.0% | $6,341-100.0% |
| Admin fee / account holder | $999 | $9,531-89.5% | $7,493-86.7% | $12,309-91.9% |