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 | $246,814 | $100,852+144.7% | $90,404+173.0% | $158,922+55.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.33% | 1724.20%-1712.9pp | 1293.02%-1281.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $25,870 | $3,689+601.4% | $3,262+693.1% | $4,761+443.4% |
| Participant deferral / active EE | $16,125 | $4,348+270.9% | $3,963+306.9% | $5,982+169.6% |
| Admin fee / account holder | $1,147 | $6,501-82.4% | $5,611-79.6% | $11,246-89.8% |