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 | $181,342 | $100,852+79.8% | $90,404+100.6% | $158,922+14.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.45% | 1724.20%-1703.8pp | 1293.02%-1272.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $3,819 | $3,689+3.5% | $3,262+17.1% | $4,761-19.8% |
| Participant deferral / active EE | $18,136 | $4,348+317.1% | $3,963+357.6% | $5,982+203.2% |
| Admin fee / account holder | $2,620 | $6,501-59.7% | $5,611-53.3% | $11,246-76.7% |