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 | $222,720 | $135,635+64.2% | $110,238+102.0% | $135,375+64.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 12.50% | 513.19%-500.7pp | 314.74%-302.2pp | 519.73%-507.2pp |
| Employer contribution / active EE | $10,315 | $4,906+110.2% | $3,826+169.6% | $4,779+115.9% |
| Participant deferral / active EE | $2,395 | $5,506-56.5% | $4,672-48.7% | $5,609-57.3% |
| Admin fee / account holder | $17,704 | $11,457+54.5% | $8,547+107.1% | $10,827+63.5% |