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 | $114,780 | $88,751+29.3% | $81,812+40.3% | $145,922-21.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 17.74% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $8,514 | $3,083+176.1% | $2,912+192.3% | $4,660+82.7% |
| Participant deferral / active EE | $8,327 | $4,643+79.3% | $4,319+92.8% | $6,688+24.5% |
| Admin fee / account holder | $1,960 | $8,415-76.7% | $7,386-73.5% | $13,397-85.4% |