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 | $174,731 | $81,625+114.1% | $58,482+198.8% | $139,434+25.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 21.23% | 7404.20%-7383.0pp | 4239.32%-4218.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $9,802 | $1,398+601.0% | $1,053+830.6% | $4,751+106.3% |
| Participant deferral / active EE | $6,450 | $2,557+152.3% | $1,924+235.3% | $6,710-3.9% |
| Admin fee / account holder | $4,012 | $3,265+22.9% | $2,516+59.5% | $11,403-64.8% |