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 | $187,072 | $88,751+110.8% | $81,812+128.7% | $145,922+28.2% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 28.11% | 1025.40%-997.3pp | 773.79%-745.7pp | 561.29%-533.2pp |
| Employer contribution / active EE | $3,124 | $3,083+1.3% | $2,912+7.3% | $4,660-33.0% |
| Participant deferral / active EE | $9,211 | $4,643+98.4% | $4,319+113.3% | $6,688+37.7% |
| Admin fee / account holder | $40,472 | $8,415+380.9% | $7,386+448.0% | $13,397+202.1% |