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 | $204,252 | $96,305+112.1% | $80,569+153.5% | $139,434+46.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.49% | 1350.08%-1334.6pp | 935.43%-919.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,282 | $3,262+31.3% | $2,723+57.2% | $4,751-9.9% |
| Participant deferral / active EE | $14,056 | $5,232+168.7% | $4,447+216.0% | $6,710+109.5% |
| Admin fee / account holder | $933 | $6,599-85.9% | $5,377-82.6% | $11,403-91.8% |