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 | $242,990 | $114,047+113.1% | $96,139+152.7% | $167,490+45.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 19.00% | 189.88%-170.9pp | 191.94%-172.9pp | 478.56%-459.6pp |
| Employer contribution / active EE | $9,712 | $3,427+183.4% | $2,797+247.2% | $4,837+100.8% |
| Participant deferral / active EE | $8,217 | $5,194+58.2% | $4,349+89.0% | $6,341+29.6% |
| Admin fee / account holder | $876 | $6,897-87.3% | $5,537-84.2% | $12,309-92.9% |