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 | $195,580 | $100,852+93.9% | $90,404+116.3% | $158,922+23.1% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 14.72% | 1724.20%-1709.5pp | 1293.02%-1278.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,649 | $3,689+53.2% | $3,262+73.2% | $4,761+18.7% |
| Participant deferral / active EE | $5,030 | $4,348+15.7% | $3,963+26.9% | $5,982-15.9% |
| Admin fee / account holder | $5,125 | $6,501-21.2% | $5,611-8.7% | $11,246-54.4% |