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 | $47,533 | $171,865-72.3% | $149,718-68.3% | $147,584-67.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.87% | 2113.22%-2094.3pp | 1501.63%-1482.8pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,086 | $6,275-50.8% | $5,445-43.3% | $4,876-36.7% |
| Participant deferral / active EE | $6,377 | $7,271-12.3% | $6,569-2.9% | $5,439+17.2% |
| Admin fee / account holder | $480 | $13,799-96.5% | $11,283-95.7% | $10,885-95.6% |