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 | $200,135 | $100,852+98.4% | $90,404+121.4% | $158,922+25.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.91% | 1724.20%-1706.3pp | 1293.02%-1275.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $6,510 | $3,689+76.5% | $3,262+99.6% | $4,761+36.7% |
| Participant deferral / active EE | $12,327 | $4,348+183.5% | $3,963+211.0% | $5,982+106.1% |
| Admin fee / account holder | $7,500 | $6,501+15.4% | $5,611+33.7% | $11,246-33.3% |