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 | $201,015 | $96,635+108.0% | $86,612+132.1% | $139,434+44.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.69% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $4,044 | $3,263+23.9% | $3,022+33.8% | $4,751-14.9% |
| Participant deferral / active EE | $1,425 | $4,836-70.5% | $4,438-67.9% | $6,710-78.8% |
| Admin fee / account holder | $393 | $6,408-93.9% | $5,614-93.0% | $11,403-96.6% |