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 | $75,009 | $76,738-2.3% | $56,411+33.0% | $145,922-48.6% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 9.74% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,514 | $1,380+82.2% | $1,039+142.0% | $4,660-46.0% |
| Participant deferral / active EE | $12,209 | $2,623+365.5% | $1,952+525.5% | $6,688+82.6% |
| Admin fee / account holder | $1,067 | $3,334-68.0% | $2,829-62.3% | $13,397-92.0% |