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 | $199,793 | $118,680+68.3% | $98,907+102.0% | $158,922+25.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.81% | 372.35%-364.5pp | 196.43%-188.6pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,148 | $3,333-35.6% | $2,689-20.1% | $4,761-54.9% |
| Participant deferral / active EE | $4,052 | $5,088-20.4% | $4,244-4.5% | $5,982-32.3% |
| Admin fee / account holder | $46,816 | $10,131+362.1% | $6,642+604.9% | $11,246+316.3% |