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 | $220,195 | $88,751+148.1% | $81,812+169.1% | $145,922+50.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.40% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,488 | $3,083+78.0% | $2,912+88.4% | $4,660+17.8% |
| Participant deferral / active EE | $13,386 | $4,643+188.3% | $4,319+210.0% | $6,688+100.2% |
| Admin fee / account holder | $16,807 | $8,415+99.7% | $7,386+127.6% | $13,397+25.5% |