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 | $191,310 | $171,865+11.3% | $149,718+27.8% | $147,584+29.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.11% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,054 | $6,275-67.3% | $5,445-62.3% | $4,876-57.9% |
| Participant deferral / active EE | $5,420 | $7,271-25.4% | $6,569-17.5% | $5,439-0.3% |
| Admin fee / account holder | $20,928 | $13,799+51.7% | $11,283+85.5% | $10,885+92.3% |