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 | $96,528 | $171,865-43.8% | $149,718-35.5% | $147,584-34.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.89% | 2113.22%-2099.3pp | 1501.63%-1487.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $3,337 | $6,275-46.8% | $5,445-38.7% | $4,876-31.6% |
| Participant deferral / active EE | $6,446 | $7,271-11.3% | $6,569-1.9% | $5,439+18.5% |
| Admin fee / account holder | $616 | $13,799-95.5% | $11,283-94.5% | $10,885-94.3% |