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 | $142,906 | $57,281+149.5% | $86,612+65.0% | $75,163+90.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.78% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $8,180 | $2,314+253.4% | $3,022+170.6% | $2,670+206.4% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,137 | $4,112-23.7% | $5,614-44.1% | $5,651-44.5% |