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 | $201,407 | $109,982+83.1% | $97,226+107.2% | $145,922+38.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.79% | 242.90%-225.1pp | 75.13%-57.3pp | 561.29%-543.5pp |
| Employer contribution / active EE | $6,648 | $3,084+115.6% | $2,729+143.6% | $4,660+42.7% |
| Participant deferral / active EE | $4,361 | $4,676-6.7% | $4,264+2.3% | $6,688-34.8% |
| Admin fee / account holder | $25,435 | $6,221+308.9% | $5,654+349.9% | $13,397+89.9% |