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 | $188,969 | $100,852+87.4% | $90,404+109.0% | $158,922+18.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 17.46% | 1724.20%-1706.7pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,893 | $3,689+32.6% | $3,262+50.0% | $4,761+2.8% |
| Participant deferral / active EE | $13,787 | $4,348+217.1% | $3,963+247.9% | $5,982+130.5% |
| Admin fee / account holder | $14,622 | $6,501+124.9% | $5,611+160.6% | $11,246+30.0% |