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 | $201,268 | $171,865+17.1% | $149,718+34.4% | $147,584+36.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.20% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $9,114 | $6,275+45.2% | $5,445+67.4% | $4,876+86.9% |
| Participant deferral / active EE | $14,327 | $7,271+97.1% | $6,569+118.1% | $5,439+163.4% |
| Admin fee / account holder | $2,551 | $13,799-81.5% | $11,283-77.4% | $10,885-76.6% |