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 6-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 | $184,295 | $88,710+107.7% | $81,783+125.3% | $145,959+26.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.63% | 1027.26%-1016.6pp | 775.05%-764.4pp | 561.95%-551.3pp |
| Employer contribution / active EE | $4,994 | $3,083+62.0% | $2,913+71.5% | $4,661+7.2% |
| Participant deferral / active EE | $17,385 | $4,645+274.3% | $4,320+302.4% | $6,689+159.9% |
| Admin fee / account holder | $903 | $8,407-89.3% | $7,380-87.8% | $13,398-93.3% |