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 | $123,304 | $70,756+74.3% | $65,493+88.3% | $142,382-13.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 16.91% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $8,132 | $2,881+182.3% | $2,574+215.9% | $4,299+89.2% |
| Participant deferral / active EE | $4,889 | $4,637+5.4% | $3,961+23.4% | $6,507-24.9% |
| Admin fee / account holder | $7,172 | $6,559+9.3% | $5,028+42.6% | $12,624-43.2% |