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 | $183,741 | $88,751+107.0% | $81,812+124.6% | $145,922+25.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.69% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,334 | $3,083+8.1% | $2,912+14.5% | $4,660-28.5% |
| Participant deferral / active EE | $15,091 | $4,643+225.0% | $4,319+249.4% | $6,688+125.7% |
| Admin fee / account holder | $21,999 | $8,415+161.4% | $7,386+197.8% | $13,397+64.2% |