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 | $147,625 | $105,998+39.3% | $92,233+60.1% | $147,5840% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.63% | 50.05%-39.4pp | 176.28%-165.6pp | 578.55%-567.9pp |
| Employer contribution / active EE | $13,172 | $4,333+204.0% | $3,679+258.0% | $4,876+170.1% |
| Participant deferral / active EE | $5,023 | $4,478+12.2% | $3,897+28.9% | $5,439-7.6% |
| Admin fee / account holder | $1,413 | $6,332-77.7% | $5,194-72.8% | $10,885-87.0% |