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 | $159,175 | $88,751+79.3% | $81,812+94.6% | $145,922+9.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.65% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $9,614 | $3,083+211.8% | $2,912+230.1% | $4,660+106.3% |
| Participant deferral / active EE | $5,265 | $4,643+13.4% | $4,319+21.9% | $6,688-21.3% |
| Admin fee / account holder | $12,075 | $8,415+43.5% | $7,386+63.5% | $13,397-9.9% |