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 | $168,179 | $90,600+85.6% | $79,464+111.6% | $135,375+24.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.65% | 977.43%-968.8pp | 718.14%-709.5pp | 519.73%-511.1pp |
| Employer contribution / active EE | $8,053 | $3,068+162.5% | $2,800+187.6% | $4,779+68.5% |
| Participant deferral / active EE | $1,617 | $4,050-60.1% | $3,704-56.3% | $5,609-71.2% |
| Admin fee / account holder | $4,800 | $5,907-18.7% | $5,113-6.1% | $10,827-55.7% |