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 | $195,716 | $88,751+120.5% | $81,812+139.2% | $145,922+34.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.14% | 1025.40%-1012.3pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $10,272 | $3,083+233.1% | $2,912+252.7% | $4,660+120.4% |
| Participant deferral / active EE | $11,093 | $4,643+138.9% | $4,319+156.9% | $6,688+65.9% |
| Admin fee / account holder | $3,204 | $8,415-61.9% | $7,386-56.6% | $13,397-76.1% |