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 | $222,096 | $176,662+25.7% | $130,648+70.0% | $152,861+45.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.66% | 2692.24%-2674.6pp | 1708.96%-1691.3pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,099 | $5,742-80.9% | $4,092-73.1% | $4,762-76.9% |
| Participant deferral / active EE | $1,473 | $4,361-66.2% | $3,603-59.1% | $5,850-74.8% |
| Admin fee / account holder | $8,066 | $7,133+13.1% | $5,464+47.6% | $11,596-30.4% |