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 | $202,774 | $109,982+84.4% | $97,226+108.6% | $145,922+39.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.86% | 242.90%-230.0pp | 75.13%-62.3pp | 561.29%-548.4pp |
| Employer contribution / active EE | $6,596 | $3,084+113.9% | $2,729+141.7% | $4,660+41.6% |
| Participant deferral / active EE | $4,784 | $4,676+2.3% | $4,264+12.2% | $6,688-28.5% |
| Admin fee / account holder | $5,330 | $6,221-14.3% | $5,654-5.7% | $13,397-60.2% |