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 | $146,464 | $74,888+95.6% | $71,209+105.7% | $142,382+2.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.78% | 345.14%-320.4pp | 282.51%-257.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $14,979 | $2,854+424.8% | $2,721+450.5% | $4,299+248.4% |
| Participant deferral / active EE | $7,420 | $4,454+66.6% | $4,175+77.7% | $6,507+14.0% |
| Admin fee / account holder | $1,138 | $5,568-79.6% | $5,349-78.7% | $12,624-91.0% |