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 | $174,769 | $96,305+81.5% | $80,569+116.9% | $139,434+25.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 31.38% | 1350.08%-1318.7pp | 935.43%-904.0pp | 372.94%-341.6pp |
| Employer contribution / active EE | $4,074 | $3,262+24.9% | $2,723+49.6% | $4,751-14.2% |
| Participant deferral / active EE | $19,360 | $5,232+270.0% | $4,447+335.3% | $6,710+188.5% |
| Admin fee / account holder | $396 | $6,599-94.0% | $5,377-92.6% | $11,403-96.5% |