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 | $200,331 | $96,305+108.0% | $80,569+148.6% | $139,434+43.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 12.57% | 1350.08%-1337.5pp | 935.43%-922.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $2,999 | $3,262-8.1% | $2,723+10.1% | $4,751-36.9% |
| Participant deferral / active EE | $8,520 | $5,232+62.9% | $4,447+91.6% | $6,710+27.0% |
| Admin fee / account holder | $1,644 | $6,599-75.1% | $5,377-69.4% | $11,403-85.6% |