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 | $216,422 | $171,865+25.9% | $149,718+44.6% | $147,584+46.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.18% | 2113.22%-2097.0pp | 1501.63%-1485.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $12,097 | $6,275+92.8% | $5,445+122.2% | $4,876+148.1% |
| Participant deferral / active EE | $13,825 | $7,271+90.1% | $6,569+110.5% | $5,439+154.2% |
| Admin fee / account holder | $1,742 | $13,799-87.4% | $11,283-84.6% | $10,885-84.0% |