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 | $183,935 | $96,305+91.0% | $80,569+128.3% | $139,434+31.9% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 22.61% | 1350.08%-1327.5pp | 935.43%-912.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,331 | $3,262-28.5% | $2,723-14.4% | $4,751-50.9% |
| Participant deferral / active EE | $9,586 | $5,232+83.2% | $4,447+115.5% | $6,710+42.9% |
| Admin fee / account holder | $21,058 | $6,599+219.1% | $5,377+291.6% | $11,403+84.7% |