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 | $200,515 | $150,440+33.3% | $136,294+47.1% | $147,584+35.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.01% | 1049.08%-1033.1pp | 5155.94%-5139.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $6,353 | $5,256+20.9% | $4,695+35.3% | $4,876+30.3% |
| Participant deferral / active EE | $7,176 | $6,630+8.2% | $6,247+14.9% | $5,439+31.9% |
| Admin fee / account holder | $1,051 | $10,905-90.4% | $9,243-88.6% | $10,885-90.3% |