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 | $154,796 | $102,604+50.9% | $86,188+79.6% | $139,434+11.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.35% | 1922.51%-1903.2pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $15,423 | $3,032+408.6% | $2,380+548.0% | $4,751+224.6% |
| Participant deferral / active EE | $8,986 | $4,676+92.2% | $3,985+125.5% | $6,710+33.9% |
| Admin fee / account holder | $1,292 | $8,657-85.1% | $6,852-81.1% | $11,403-88.7% |