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 | $212,983 | $149,040+42.9% | $120,225+77.2% | $137,256+55.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.86% | 605.68%-587.8pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $21,677 | $4,350+398.3% | $3,475+523.7% | $4,156+421.6% |
| Participant deferral / active EE | $20,029 | $4,655+330.3% | $3,999+400.9% | $6,407+212.6% |
| Admin fee / account holder | $6,792 | $6,348+7.0% | $5,696+19.2% | $12,270-44.6% |