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 | $231,777 | $73,515+215.3% | $62,995+267.9% | $147,584+57.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 14.79% | 175.43%-160.6pp | 87.57%-72.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $23,401 | $3,320+604.7% | $2,759+748.2% | $4,876+379.9% |
| Participant deferral / active EE | $17,300 | $4,185+313.4% | $3,329+419.6% | $5,439+218.1% |
| Admin fee / account holder | $4,707 | $5,953-20.9% | $3,600+30.7% | $10,885-56.8% |