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 | $168,747 | $109,817+53.7% | $98,442+71.4% | $167,490+0.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.16% | 1956.69%-1941.5pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $13,574 | $3,224+321.0% | $2,960+358.6% | $4,837+180.6% |
| Participant deferral / active EE | $7,784 | $4,673+66.6% | $4,276+82.0% | $6,341+22.8% |
| Admin fee / account holder | $741 | $6,753-89.0% | $5,949-87.6% | $12,309-94.0% |