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 | $228,012 | $109,817+107.6% | $98,442+131.6% | $167,490+36.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.68% | 1956.69%-1938.0pp | 1492.73%-1474.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,585 | $3,224+11.2% | $2,960+21.1% | $4,837-25.9% |
| Participant deferral / active EE | $15,397 | $4,673+229.5% | $4,276+260.1% | $6,341+142.8% |
| Admin fee / account holder | $2,212 | $6,753-67.2% | $5,949-62.8% | $12,309-82.0% |