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 | $212,994 | $99,020+115.1% | $86,590+146.0% | $147,584+44.3% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 15.79% | 1312.34%-1296.5pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,150 | $3,132+0.6% | $2,839+10.9% | $4,876-35.4% |
| Participant deferral / active EE | $7,891 | $3,972+98.7% | $3,609+118.7% | $5,439+45.1% |
| Admin fee / account holder | $11,982 | $5,710+109.8% | $4,906+144.2% | $10,885+10.1% |