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 | $214,444 | $68,097+214.9% | $62,929+240.8% | $137,256+56.2% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 14.54% | 1859.11%-1844.6pp | 1063.93%-1049.4pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,722 | $2,811-38.8% | $2,505-31.3% | $4,156-58.6% |
| Participant deferral / active EE | $6,750 | $4,553+48.3% | $3,888+73.6% | $6,407+5.4% |
| Admin fee / account holder | $979 | $6,521-85.0% | $5,065-80.7% | $12,270-92.0% |