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 | $174,985 | $100,852+73.5% | $90,404+93.6% | $158,922+10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.46% | 1724.20%-1708.7pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $12,620 | $3,689+242.1% | $3,262+286.9% | $4,761+165.1% |
| Participant deferral / active EE | $23,350 | $4,348+437.1% | $3,963+489.2% | $5,982+290.3% |
| Admin fee / account holder | $1,558 | $6,501-76.0% | $5,611-72.2% | $11,246-86.1% |