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 | $122,010 | $100,852+21.0% | $90,404+35.0% | $158,922-23.2% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.7%+21.4pp | 82.0%+12.2pp |
| Annual return | 23.85% | 1724.20%-1700.4pp | 1293.02%-1269.2pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,420 | $3,689-34.4% | $3,262-25.8% | $4,761-49.2% |
| Participant deferral / active EE | $7,060 | $4,348+62.4% | $3,963+78.1% | $5,982+18.0% |
| Admin fee / account holder | $9,052 | $6,501+39.2% | $5,611+61.3% | $11,246-19.5% |