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 | $202,019 | $150,440+34.3% | $136,294+48.2% | $147,584+36.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.53% | 1049.08%-1032.6pp | 5155.94%-5139.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,425 | $5,256-34.8% | $4,695-27.1% | $4,876-29.8% |
| Participant deferral / active EE | $19,500 | $6,630+194.1% | $6,247+212.1% | $5,439+258.5% |
| Admin fee / account holder | $2,711 | $10,905-75.1% | $9,243-70.7% | $10,885-75.1% |