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 | $243,179 | $102,317+137.7% | $146,958+65.5% | $80,856+200.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.47% | 134.76%-115.3pp | 418.34%-398.9pp | 35.59%-16.1pp |
| Employer contribution / active EE | $3,804 | $3,713+2.4% | $4,933-22.9% | $2,755+38.1% |
| Participant deferral / active EE | $8,833 | $6,644+33.0% | $8,070+9.5% | $4,296+105.6% |
| Admin fee / account holder | $35,774 | $7,941+350.5% | $12,998+175.2% | $6,918+417.1% |