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 | $222,328 | $171,865+29.4% | $149,718+48.5% | $147,584+50.6% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 14.48% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.1pp |
| Employer contribution / active EE | $9,979 | $6,275+59.0% | $5,445+83.3% | $4,876+104.6% |
| Participant deferral / active EE | $11,468 | $7,271+57.7% | $6,569+74.6% | $5,439+110.9% |
| Admin fee / account holder | $37,353 | $13,799+170.7% | $11,283+231.1% | $10,885+243.2% |