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 | $244,095 | $121,625+100.7% | $104,607+133.3% | $158,922+53.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.24% | 465.26%-451.0pp | 340.46%-326.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $16,486 | $3,163+421.2% | $2,681+515.0% | $4,761+246.3% |
| Participant deferral / active EE | $12,175 | $4,177+191.5% | $3,740+225.6% | $5,982+103.5% |
| Admin fee / account holder | $10,483 | $7,787+34.6% | $6,473+61.9% | $11,246-6.8% |