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 | $193,610 | $81,625+137.2% | $58,482+231.1% | $139,434+38.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.66% | 7404.20%-7385.5pp | 4239.32%-4220.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,185 | $1,398+270.8% | $1,053+392.3% | $4,751+9.1% |
| Participant deferral / active EE | $10,870 | $2,557+325.2% | $1,924+465.0% | $6,710+62.0% |
| Admin fee / account holder | $3,938 | $3,265+20.6% | $2,516+56.5% | $11,403-65.5% |