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 | $248,190 | $109,817+126.0% | $98,442+152.1% | $167,490+48.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.71% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,388 | $3,224+5.1% | $2,960+14.5% | $4,837-30.0% |
| Participant deferral / active EE | $17,827 | $4,673+281.5% | $4,276+316.9% | $6,341+181.1% |
| Admin fee / account holder | $6,307 | $6,753-6.6% | $5,949+6.0% | $12,309-48.8% |