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 | $239,152 | $100,852+137.1% | $90,404+164.5% | $158,922+50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 36.32% | 1724.20%-1687.9pp | 1293.02%-1256.7pp | 302.83%-266.5pp |
| Employer contribution / active EE | $480 | $3,689-87.0% | $3,262-85.3% | $4,761-89.9% |
| Participant deferral / active EE | $10,800 | $4,348+148.4% | $3,963+172.5% | $5,982+80.5% |
| Admin fee / account holder | $66,687 | $6,501+925.8% | $5,611+1088.5% | $11,246+493.0% |