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 | $220,080 | $104,486+110.6% | $76,817+186.5% | $152,861+44.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 18.68% | 1013.37%-994.7pp | 1166.11%-1147.4pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,713 | $3,116-45.0% | $2,302-25.6% | $4,762-64.0% |
| Participant deferral / active EE | $7,878 | $4,236+86.0% | $3,336+136.2% | $5,850+34.7% |
| Admin fee / account holder | $2,777 | $12,275-77.4% | $6,420-56.7% | $11,596-76.0% |