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 | $168,776 | $96,305+75.3% | $80,569+109.5% | $139,434+21.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.41% | 1350.08%-1337.7pp | 935.43%-923.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,736 | $3,262-46.8% | $2,723-36.3% | $4,751-63.5% |
| Participant deferral / active EE | $2,604 | $5,232-50.2% | $4,447-41.4% | $6,710-61.2% |
| Admin fee / account holder | $15,055 | $6,599+128.2% | $5,377+180.0% | $11,403+32.0% |