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 | $195,243 | $171,865+13.6% | $149,718+30.4% | $147,584+32.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.19% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,025 | $6,275-67.7% | $5,445-62.8% | $4,876-58.5% |
| Participant deferral / active EE | $13,718 | $7,271+88.7% | $6,569+108.8% | $5,439+152.2% |
| Admin fee / account holder | $1,393 | $13,799-89.9% | $11,283-87.7% | $10,885-87.2% |