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 | $210,126 | $88,751+136.8% | $81,812+156.8% | $145,922+44.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.20% | 1025.40%-999.2pp | 773.79%-747.6pp | 561.29%-535.1pp |
| Employer contribution / active EE | $10,352 | $3,083+235.7% | $2,912+255.4% | $4,660+122.2% |
| Participant deferral / active EE | $2,480 | $4,643-46.6% | $4,319-42.6% | $6,688-62.9% |
| Admin fee / account holder | $13,163 | $8,415+56.4% | $7,386+78.2% | $13,397-1.7% |