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 9-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 | $114,999 | $58,927+95.2% | $76,817+49.7% | $72,985+57.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 22.22% | 2305.64%-2283.4pp | 1166.11%-1143.9pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,959 | $1,787+345.4% | $2,302+245.7% | $2,440+226.2% |
| Participant deferral / active EE | $9,637 | $2,690+258.2% | $3,336+188.9% | $3,607+167.2% |
| Admin fee / account holder | $4,710 | $4,013+17.4% | $6,420-26.6% | $5,124-8.1% |