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 | $221,358 | $57,281+286.4% | $86,612+155.6% | $75,163+194.5% |
| Participation rate | 76.0% | 63.2%+12.8pp | 71.7%+4.3pp | 67.2%+8.8pp |
| Annual return | 17.59% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,079 | $2,314-10.2% | $3,022-31.2% | $2,670-22.1% |
| Participant deferral / active EE | $8,282 | $3,318+149.6% | $4,438+86.6% | $4,125+100.8% |
| Admin fee / account holder | $3,799 | $4,112-7.6% | $5,614-32.3% | $5,651-32.8% |