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 | $234,375 | $171,865+36.4% | $149,718+56.5% | $147,584+58.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.50% | 2113.22%-2103.7pp | 1501.63%-1492.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $5,933 | $6,275-5.5% | $5,445+9.0% | $4,876+21.7% |
| Participant deferral / active EE | $14,379 | $7,271+97.8% | $6,569+118.9% | $5,439+164.4% |
| Admin fee / account holder | $54,157 | $13,799+292.5% | $11,283+380.0% | $10,885+397.5% |