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 6-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 | $210,750 | $108,642+94.0% | $74,701+182.1% | $152,861+37.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.60% | 114.06%-97.5pp | 752.92%-736.3pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,296 | $1,503+52.7% | $1,084+111.9% | $4,762-51.8% |
| Participant deferral / active EE | $11,638 | $2,712+329.1% | $1,964+492.7% | $5,850+98.9% |
| Admin fee / account holder | $8,026 | $4,902+63.7% | $3,333+140.8% | $11,596-30.8% |