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 | $197,143 | $96,305+104.7% | $80,569+144.7% | $139,434+41.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.97% | 1350.08%-1331.1pp | 935.43%-916.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $6,567 | $3,262+101.3% | $2,723+141.1% | $4,751+38.2% |
| Participant deferral / active EE | $18,398 | $5,232+251.6% | $4,447+313.7% | $6,710+174.2% |
| Admin fee / account holder | $10,047 | $6,599+52.3% | $5,377+86.8% | $11,403-11.9% |