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 | $193,214 | $109,817+75.9% | $98,442+96.3% | $167,490+15.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.48% | 1956.69%-1942.2pp | 1492.73%-1478.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,138 | $3,224-33.7% | $2,960-27.8% | $4,837-55.8% |
| Participant deferral / active EE | $3,969 | $4,673-15.1% | $4,276-7.2% | $6,341-37.4% |
| Admin fee / account holder | $3,600 | $6,753-46.7% | $5,949-39.5% | $12,309-70.8% |