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 | $124,316 | $171,865-27.7% | $149,718-17.0% | $147,584-15.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.70% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,327 | $6,275-15.1% | $5,445-2.2% | $4,876+9.2% |
| Participant deferral / active EE | $16,750 | $7,271+130.4% | $6,569+155.0% | $5,439+208.0% |
| Admin fee / account holder | $501 | $13,799-96.4% | $11,283-95.6% | $10,885-95.4% |