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 | $202,714 | $185,200+9.5% | $142,863+41.9% | $167,490+21.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.30% | 8555.70%-8544.4pp | 5637.54%-5626.2pp | 478.56%-467.3pp |
| Employer contribution / active EE | $4,295 | $5,604-23.4% | $4,144+3.7% | $4,837-11.2% |
| Participant deferral / active EE | $10,900 | $4,494+142.5% | $3,837+184.1% | $6,341+71.9% |
| Admin fee / account holder | $3,854 | $8,031-52.0% | $6,560-41.3% | $12,309-68.7% |