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 9-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 | $227,398 | $88,751+156.2% | $81,812+178.0% | $145,922+55.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.78% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $20,169 | $3,083+554.1% | $2,912+592.6% | $4,660+332.8% |
| Participant deferral / active EE | $10,433 | $4,643+124.7% | $4,319+141.6% | $6,688+56.0% |
| Admin fee / account holder | $1,601 | $8,415-81.0% | $7,386-78.3% | $13,397-88.0% |