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 | $222,817 | $109,817+102.9% | $98,442+126.3% | $167,490+33.0% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 16.50% | 1956.69%-1940.2pp | 1492.73%-1476.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,844 | $3,224+19.2% | $2,960+29.9% | $4,837-20.5% |
| Participant deferral / active EE | $12,547 | $4,673+168.5% | $4,276+193.4% | $6,341+97.9% |
| Admin fee / account holder | $21,639 | $6,753+220.5% | $5,949+263.7% | $12,309+75.8% |