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 | $224,121 | $96,305+132.7% | $80,569+178.2% | $139,434+60.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.90% | 1350.08%-1338.2pp | 935.43%-923.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,826 | $3,262-13.4% | $2,723+3.8% | $4,751-40.5% |
| Participant deferral / active EE | $1,700 | $5,232-67.5% | $4,447-61.8% | $6,710-74.7% |
| Admin fee / account holder | $1,325 | $6,599-79.9% | $5,377-75.4% | $11,403-88.4% |