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 | $113,765 | $57,281+98.6% | $86,612+31.3% | $75,163+51.4% |
| Participation rate | 88.2% | 63.2%+25.0pp | 71.7%+16.5pp | 67.2%+21.0pp |
| Annual return | 17.94% | 2670.75%-2652.8pp | 591.07%-573.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,880 | $2,314+154.1% | $3,022+94.5% | $2,670+120.2% |
| Participant deferral / active EE | $10,826 | $3,318+226.3% | $4,438+144.0% | $4,125+162.4% |
| Admin fee / account holder | $2,608 | $4,112-36.6% | $5,614-53.6% | $5,651-53.9% |