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 | $192,720 | $88,751+117.1% | $81,812+135.6% | $145,922+32.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.21% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $27,825 | $3,083+802.4% | $2,912+855.4% | $4,660+497.2% |
| Participant deferral / active EE | $13,499 | $4,643+190.7% | $4,319+212.6% | $6,688+101.9% |
| Admin fee / account holder | $7,950 | $8,415-5.5% | $7,386+7.6% | $13,397-40.7% |