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 | $202,050 | $171,865+17.6% | $149,718+35.0% | $147,584+36.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 12.92% | 2113.22%-2100.3pp | 1501.63%-1488.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $9,302 | $6,275+48.2% | $5,445+70.8% | $4,876+90.8% |
| Participant deferral / active EE | $10,916 | $7,271+50.1% | $6,569+66.2% | $5,439+100.7% |
| Admin fee / account holder | $3,751 | $13,799-72.8% | $11,283-66.8% | $10,885-65.5% |