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 | $202,538 | $99,020+104.5% | $86,590+133.9% | $147,584+37.2% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 24.61% | 1312.34%-1287.7pp | 964.84%-940.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $14,276 | $3,132+355.8% | $2,839+402.8% | $4,876+192.8% |
| Participant deferral / active EE | $11,729 | $3,972+195.3% | $3,609+225.0% | $5,439+115.7% |
| Admin fee / account holder | $1,341 | $5,710-76.5% | $4,906-72.7% | $10,885-87.7% |