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 | $217,436 | $97,757+122.4% | $83,848+159.3% | $135,375+60.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.83% | 1287.37%-1276.5pp | 850.88%-840.0pp | 519.73%-508.9pp |
| Employer contribution / active EE | $12,113 | $4,222+186.9% | $3,631+233.6% | $4,779+153.5% |
| Participant deferral / active EE | $13,009 | $4,682+177.8% | $4,082+218.7% | $5,609+131.9% |
| Admin fee / account holder | $5,576 | $6,674-16.4% | $5,478+1.8% | $10,827-48.5% |