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 | $188,444 | $100,852+86.9% | $90,404+108.4% | $158,922+18.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.48% | 1724.20%-1694.7pp | 1293.02%-1263.5pp | 302.83%-273.3pp |
| Employer contribution / active EE | $10,845 | $3,689+194.0% | $3,262+232.5% | $4,761+127.8% |
| Participant deferral / active EE | $17,305 | $4,348+298.0% | $3,963+336.6% | $5,982+189.3% |
| Admin fee / account holder | $6,199 | $6,501-4.6% | $5,611+10.5% | $11,246-44.9% |