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 | $206,544 | $109,817+88.1% | $98,442+109.8% | $167,490+23.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.54% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,478 | $3,224-23.1% | $2,960-16.3% | $4,837-48.8% |
| Participant deferral / active EE | $6,052 | $4,673+29.5% | $4,276+41.5% | $6,341-4.6% |
| Admin fee / account holder | $2,325 | $6,753-65.6% | $5,949-60.9% | $12,309-81.1% |