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 | $104,412 | $171,865-39.2% | $149,718-30.3% | $147,584-29.3% |
| Participation rate | 91.3% | 88.2%+3.1pp | 87.1%+4.2pp | 82.8%+8.5pp |
| Annual return | 14.33% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $10,954 | $6,275+74.6% | $5,445+101.2% | $4,876+124.6% |
| Participant deferral / active EE | $15,821 | $7,271+117.6% | $6,569+140.9% | $5,439+190.9% |
| Admin fee / account holder | $30,019 | $13,799+117.5% | $11,283+166.1% | $10,885+175.8% |