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 | $131,506 | $70,587+86.3% | $124,672+5.5% | $85,850+53.2% |
| Participation rate | 90.3% | 64.4%+25.9pp | 74.6%+15.7pp | 69.3%+21.0pp |
| Annual return | 16.07% | 20688.83%-20672.8pp | 5142.93%-5126.9pp | 318.53%-302.5pp |
| Employer contribution / active EE | $6,112 | $1,913+219.4% | $3,324+83.9% | $2,565+138.3% |
| Participant deferral / active EE | $3,599 | $2,969+21.2% | $4,614-22.0% | $3,952-8.9% |
| Admin fee / account holder | $4,274 | $5,282-19.1% | $7,493-43.0% | $6,260-31.7% |