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 | $240,292 | $176,662+36.0% | $130,648+83.9% | $152,861+57.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.75% | 2692.24%-2672.5pp | 1708.96%-1689.2pp | 345.32%-325.6pp |
| Employer contribution / active EE | $7,388 | $5,742+28.7% | $4,092+80.6% | $4,762+55.1% |
| Participant deferral / active EE | $10,257 | $4,361+135.2% | $3,603+184.7% | $5,850+75.3% |
| Admin fee / account holder | $798 | $7,133-88.8% | $5,464-85.4% | $11,596-93.1% |