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 | $145,327 | $171,865-15.4% | $149,718-2.9% | $147,584-1.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.94% | 2113.22%-2100.3pp | 1501.63%-1488.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $9,563 | $6,275+52.4% | $5,445+75.6% | $4,876+96.1% |
| Participant deferral / active EE | $15,651 | $7,271+115.3% | $6,569+138.3% | $5,439+187.8% |
| Admin fee / account holder | $396 | $13,799-97.1% | $11,283-96.5% | $10,885-96.4% |