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 | $204,677 | $109,817+86.4% | $98,442+107.9% | $167,490+22.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 28.96% | 1956.69%-1927.7pp | 1492.73%-1463.8pp | 478.56%-449.6pp |
| Employer contribution / active EE | $11,878 | $3,224+268.4% | $2,960+301.3% | $4,837+145.5% |
| Participant deferral / active EE | $16,018 | $4,673+242.8% | $4,276+274.6% | $6,341+152.6% |
| Admin fee / account holder | $1,394 | $6,753-79.4% | $5,949-76.6% | $12,309-88.7% |