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 | $173,995 | $102,604+69.6% | $86,188+101.9% | $139,434+24.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 31.10% | 1922.51%-1891.4pp | 1168.45%-1137.4pp | 372.94%-341.8pp |
| Employer contribution / active EE | $2,219 | $3,032-26.8% | $2,380-6.8% | $4,751-53.3% |
| Participant deferral / active EE | $13,280 | $4,676+184.0% | $3,985+233.2% | $6,710+97.9% |
| Admin fee / account holder | $23,158 | $8,657+167.5% | $6,852+238.0% | $11,403+103.1% |