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 | $152,839 | $99,020+54.4% | $86,590+76.5% | $147,584+3.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.33% | 1312.34%-1296.0pp | 964.84%-948.5pp | 578.55%-562.2pp |
| Employer contribution / active EE | $12,702 | $3,132+305.6% | $2,839+347.3% | $4,876+160.5% |
| Participant deferral / active EE | $7,681 | $3,972+93.4% | $3,609+112.9% | $5,439+41.2% |
| Admin fee / account holder | $4,496 | $5,710-21.3% | $4,906-8.4% | $10,885-58.7% |