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 | $245,170 | $109,817+123.3% | $98,442+149.1% | $167,490+46.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.10% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.5pp |
| Employer contribution / active EE | $4,256 | $3,224+32.0% | $2,960+43.8% | $4,837-12.0% |
| Participant deferral / active EE | $8,558 | $4,673+83.1% | $4,276+100.1% | $6,341+34.9% |
| Admin fee / account holder | $5,660 | $6,753-16.2% | $5,949-4.9% | $12,309-54.0% |