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 8-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 | $233,183 | $88,751+162.7% | $81,812+185.0% | $145,922+59.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.44% | 1025.40%-1009.0pp | 773.79%-757.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $28,831 | $3,083+835.1% | $2,912+890.0% | $4,660+518.7% |
| Participant deferral / active EE | $5,571 | $4,643+20.0% | $4,319+29.0% | $6,688-16.7% |
| Admin fee / account holder | $6,479 | $8,415-23.0% | $7,386-12.3% | $13,397-51.6% |