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 | $213,232 | $57,281+272.3% | $86,612+146.2% | $75,163+183.7% |
| Participation rate | 80.6% | 63.2%+17.4pp | 71.7%+8.9pp | 67.2%+13.4pp |
| Annual return | 21.43% | 2670.75%-2649.3pp | 591.07%-569.6pp | 160.62%-139.2pp |
| Employer contribution / active EE | $7,863 | $2,314+239.7% | $3,022+160.1% | $2,670+194.5% |
| Participant deferral / active EE | $10,580 | $3,318+218.9% | $4,438+138.4% | $4,125+156.5% |
| Admin fee / account holder | $7,814 | $4,112+90.0% | $5,614+39.2% | $5,651+38.3% |