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 | $244,544 | $70,606+246.3% | $53,898+353.7% | $142,382+71.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.65% | 619.81%-601.2pp | 528.60%-509.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,494 | $1,202+273.9% | $932+382.2% | $4,299+4.5% |
| Participant deferral / active EE | $10,334 | $2,364+337.1% | $1,826+465.9% | $6,507+58.8% |
| Admin fee / account holder | $304 | $2,852-89.3% | $2,491-87.8% | $12,624-97.6% |