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 | $222,674 | $109,327+103.7% | $89,391+149.1% | $158,922+40.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.32% | 345.68%-336.4pp | 245.62%-236.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $4,072 | $3,170+28.5% | $2,586+57.5% | $4,761-14.5% |
| Participant deferral / active EE | $5,497 | $4,598+19.5% | $3,890+41.3% | $5,982-8.1% |
| Admin fee / account holder | $48,051 | $6,153+680.9% | $4,881+884.4% | $11,246+327.3% |