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 | $157,465 | $171,865-8.4% | $149,718+5.2% | $147,584+6.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.97% | 2113.22%-2089.2pp | 1501.63%-1477.7pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,763 | $6,275-71.9% | $5,445-67.6% | $4,876-63.8% |
| Participant deferral / active EE | $9,350 | $7,271+28.6% | $6,569+42.3% | $5,439+71.9% |
| Admin fee / account holder | $20,212 | $13,799+46.5% | $11,283+79.1% | $10,885+85.7% |