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 | $193,093 | $99,020+95.0% | $86,590+123.0% | $147,584+30.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.20% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $11,627 | $3,132+271.2% | $2,839+309.5% | $4,876+138.4% |
| Participant deferral / active EE | $11,166 | $3,972+181.1% | $3,609+209.4% | $5,439+105.3% |
| Admin fee / account holder | $1,120 | $5,710-80.4% | $4,906-77.2% | $10,885-89.7% |