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 | $175,156 | $96,305+81.9% | $80,569+117.4% | $139,434+25.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.90% | 1350.08%-1336.2pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $3,354 | $3,262+2.8% | $2,723+23.2% | $4,751-29.4% |
| Participant deferral / active EE | $13,308 | $5,232+154.4% | $4,447+199.2% | $6,710+98.3% |
| Admin fee / account holder | $534 | $6,599-91.9% | $5,377-90.1% | $11,403-95.3% |