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 | $204,140 | $72,400+182.0% | $67,502+202.4% | $145,922+39.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.86% | 7182.46%-7171.6pp | 3512.12%-3501.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $7,881 | $3,069+156.8% | $2,731+188.6% | $4,660+69.1% |
| Participant deferral / active EE | $10,833 | $4,783+126.5% | $4,000+170.8% | $6,688+62.0% |
| Admin fee / account holder | $2,808 | $5,539-49.3% | $3,998-29.8% | $13,397-79.0% |