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 | $196,751 | $109,817+79.2% | $98,442+99.9% | $167,490+17.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.61% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,420 | $3,224+6.1% | $2,960+15.5% | $4,837-29.3% |
| Participant deferral / active EE | $8,152 | $4,673+74.4% | $4,276+90.6% | $6,341+28.6% |
| Admin fee / account holder | $8,603 | $6,753+27.4% | $5,949+44.6% | $12,309-30.1% |