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 | $215,524 | $155,788+38.3% | $124,672+72.9% | $167,490+28.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 32.09% | 17.97%+14.1pp | 5142.93%-5110.8pp | 478.56%-446.5pp |
| Employer contribution / active EE | $5,115 | $4,163+22.9% | $3,324+53.9% | $4,837+5.7% |
| Participant deferral / active EE | $2,875 | $5,673-49.3% | $4,614-37.7% | $6,341-54.7% |
| Admin fee / account holder | $16,400 | $9,531+72.1% | $7,493+118.9% | $12,309+33.2% |