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 | $201,387 | $100,852+99.7% | $90,404+122.8% | $158,922+26.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.88% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,660 | $3,689-55.0% | $3,262-49.1% | $4,761-65.1% |
| Participant deferral / active EE | $5,959 | $4,348+37.1% | $3,963+50.4% | $5,982-0.4% |
| Admin fee / account holder | $4,821 | $6,501-25.8% | $5,611-14.1% | $11,246-57.1% |