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 | $199,431 | $100,852+97.7% | $90,404+120.6% | $158,922+25.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.24% | 1724.20%-1691.0pp | 1293.02%-1259.8pp | 302.83%-269.6pp |
| Employer contribution / active EE | $15,314 | $3,689+315.2% | $3,262+369.5% | $4,761+221.6% |
| Participant deferral / active EE | $7,085 | $4,348+63.0% | $3,963+78.8% | $5,982+18.4% |
| Admin fee / account holder | $1,536 | $6,501-76.4% | $5,611-72.6% | $11,246-86.3% |