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 | $225,319 | $99,020+127.5% | $86,590+160.2% | $147,584+52.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.97% | 1312.34%-1288.4pp | 964.84%-940.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $10,855 | $3,132+246.6% | $2,839+282.3% | $4,876+122.6% |
| Participant deferral / active EE | $9,994 | $3,972+151.6% | $3,609+176.9% | $5,439+83.8% |
| Admin fee / account holder | $2,941 | $5,710-48.5% | $4,906-40.0% | $10,885-73.0% |