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 9-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 | $225,218 | $100,852+123.3% | $90,404+149.1% | $158,922+41.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 31.22% | 1724.20%-1693.0pp | 1293.02%-1261.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $12,630 | $3,689+242.4% | $3,262+287.2% | $4,761+165.3% |
| Participant deferral / active EE | $16,143 | $4,348+271.3% | $3,963+307.3% | $5,982+169.9% |
| Admin fee / account holder | $1,367 | $6,501-79.0% | $5,611-75.6% | $11,246-87.8% |