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 | $172,033 | $100,852+70.6% | $90,404+90.3% | $158,922+8.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.68% | 1724.20%-1706.5pp | 1293.02%-1275.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $10,044 | $3,689+172.3% | $3,262+207.9% | $4,761+111.0% |
| Participant deferral / active EE | $13,806 | $4,348+217.5% | $3,963+248.4% | $5,982+130.8% |
| Admin fee / account holder | $29,370 | $6,501+351.8% | $5,611+423.4% | $11,246+161.2% |