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 | $153,464 | $104,486+46.9% | $76,817+99.8% | $152,861+0.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.93% | 1013.37%-991.4pp | 1166.11%-1144.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,391 | $3,116-55.3% | $2,302-39.6% | $4,762-70.8% |
| Participant deferral / active EE | $7,443 | $4,236+75.7% | $3,336+123.1% | $5,850+27.2% |
| Admin fee / account holder | $6,267 | $12,275-48.9% | $6,420-2.4% | $11,596-46.0% |