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 | $212,508 | $109,817+93.5% | $98,442+115.9% | $167,490+26.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.60% | 1956.69%-1944.1pp | 1492.73%-1480.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $3,842 | $3,224+19.2% | $2,960+29.8% | $4,837-20.6% |
| Participant deferral / active EE | $9,249 | $4,673+97.9% | $4,276+116.3% | $6,341+45.9% |
| Admin fee / account holder | $4,673 | $6,753-30.8% | $5,949-21.5% | $12,309-62.0% |