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 | $206,752 | $175,202+18.0% | $149,673+38.1% | $139,434+48.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.88% | 166.71%-128.8pp | 134.42%-96.5pp | 372.94%-335.1pp |
| Employer contribution / active EE | $25,294 | $5,474+362.0% | $4,818+425.0% | $4,751+432.4% |
| Participant deferral / active EE | $14,133 | $6,519+116.8% | $5,680+148.8% | $6,710+110.6% |
| Admin fee / account holder | $751 | $16,150-95.3% | $13,210-94.3% | $11,403-93.4% |