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 | $140,443 | $100,852+39.3% | $90,404+55.4% | $158,922-11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.58% | 1724.20%-1701.6pp | 1293.02%-1270.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $6,132 | $3,689+66.2% | $3,262+88.0% | $4,761+28.8% |
| Participant deferral / active EE | $6,799 | $4,348+56.4% | $3,963+71.5% | $5,982+13.7% |
| Admin fee / account holder | $750 | $6,501-88.5% | $5,611-86.6% | $11,246-93.3% |