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 | $200,897 | $100,852+99.2% | $90,404+122.2% | $158,922+26.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.11% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $12,038 | $3,689+226.4% | $3,262+269.0% | $4,761+152.8% |
| Participant deferral / active EE | $7,963 | $4,348+83.1% | $3,963+100.9% | $5,982+33.1% |
| Admin fee / account holder | $75,880 | $6,501+1067.2% | $5,611+1252.4% | $11,246+574.7% |