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 | $211,165 | $109,817+92.3% | $98,442+114.5% | $167,490+26.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.10% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,316 | $3,224-28.2% | $2,960-21.7% | $4,837-52.1% |
| Participant deferral / active EE | $15,233 | $4,673+226.0% | $4,276+256.2% | $6,341+140.2% |
| Admin fee / account holder | $24,000 | $6,753+255.4% | $5,949+303.4% | $12,309+95.0% |