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 | $228,153 | $180,749+26.2% | $160,784+41.9% | $137,256+66.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.71% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $15,275 | $4,155+267.6% | $3,733+309.2% | $4,156+267.5% |
| Participant deferral / active EE | $10,156 | $6,844+48.4% | $6,293+61.4% | $6,407+58.5% |
| Admin fee / account holder | $820 | $10,397-92.1% | $9,717-91.6% | $12,270-93.3% |