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 | $225,656 | $70,606+219.6% | $53,898+318.7% | $142,382+58.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.06% | 619.81%-603.7pp | 528.60%-512.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,881 | $1,202+222.8% | $932+316.3% | $4,299-9.7% |
| Participant deferral / active EE | $31,301 | $2,364+1224.1% | $1,826+1613.9% | $6,507+381.0% |
| Admin fee / account holder | $11,349 | $2,852+298.0% | $2,491+355.6% | $12,624-10.1% |