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 9-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 | $186,513 | $70,606+164.2% | $53,898+246.1% | $142,382+31.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.36% | 619.81%-603.5pp | 528.60%-512.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,424 | $1,202+101.6% | $932+160.0% | $4,299-43.6% |
| Participant deferral / active EE | $12,295 | $2,364+420.1% | $1,826+573.2% | $6,507+88.9% |
| Admin fee / account holder | $2,497 | $2,852-12.5% | $2,491+0.2% | $12,624-80.2% |