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 3-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 | $230,123 | $177,572+29.6% | $154,803+48.7% | $142,382+61.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 410.26% | 65.07%+345.2pp | 58.88%+351.4pp | 217.08%+193.2pp |
| Employer contribution / active EE | $3,565 | $4,810-25.9% | $4,305-17.2% | $4,299-17.1% |
| Participant deferral / active EE | $16,499 | $6,272+163.1% | $5,540+197.8% | $6,507+153.5% |
| Admin fee / account holder | $2,660 | $16,786-84.2% | $14,329-81.4% | $12,624-78.9% |