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 | $169,133 | $109,327+54.7% | $89,391+89.2% | $158,922+6.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.41% | 345.68%-338.3pp | 245.62%-238.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $12,547 | $3,170+295.8% | $2,586+385.3% | $4,761+163.5% |
| Participant deferral / active EE | $1,486 | $4,598-67.7% | $3,890-61.8% | $5,982-75.2% |
| Admin fee / account holder | $4,245 | $6,153-31.0% | $4,881-13.0% | $11,246-62.3% |