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 | $208,717 | $97,757+113.5% | $83,848+148.9% | $135,375+54.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.03% | 1287.37%-1281.3pp | 850.88%-844.9pp | 519.73%-513.7pp |
| Employer contribution / active EE | $23,735 | $4,222+462.2% | $3,631+553.7% | $4,779+396.7% |
| Participant deferral / active EE | $4,868 | $4,682+4.0% | $4,082+19.3% | $5,609-13.2% |
| Admin fee / account holder | $3,729 | $6,674-44.1% | $5,478-31.9% | $10,827-65.6% |