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 | $229,206 | $124,185+84.6% | $108,410+111.4% | $167,490+36.8% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 10.07% | 1379.64%-1369.6pp | 905.27%-895.2pp | 478.56%-468.5pp |
| Employer contribution / active EE | $7,135 | $4,187+70.4% | $3,558+100.5% | $4,837+47.5% |
| Participant deferral / active EE | $10,299 | $6,908+49.1% | $6,563+56.9% | $6,341+62.4% |
| Admin fee / account holder | $24,309 | $9,455+157.1% | $7,295+233.2% | $12,309+97.5% |