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 | $157,300 | $99,020+58.9% | $86,590+81.7% | $147,584+6.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.60% | 1312.34%-1289.7pp | 964.84%-942.2pp | 578.55%-556.0pp |
| Employer contribution / active EE | $13,110 | $3,132+318.6% | $2,839+361.7% | $4,876+168.8% |
| Participant deferral / active EE | $17,481 | $3,972+340.1% | $3,609+384.4% | $5,439+221.4% |
| Admin fee / account holder | $11,096 | $5,710+94.3% | $4,906+126.2% | $10,885+1.9% |