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 | $245,103 | $90,600+170.5% | $79,464+208.4% | $135,375+81.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.65% | 977.43%-965.8pp | 718.14%-706.5pp | 519.73%-508.1pp |
| Employer contribution / active EE | $9,350 | $3,068+204.8% | $2,800+233.9% | $4,779+95.7% |
| Participant deferral / active EE | $12,280 | $4,050+203.2% | $3,704+231.5% | $5,609+118.9% |
| Admin fee / account holder | $5,839 | $5,907-1.1% | $5,113+14.2% | $10,827-46.1% |