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 | $151,629 | $88,751+70.8% | $81,812+85.3% | $145,922+3.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.83% | 1025.40%-1004.6pp | 773.79%-753.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,859 | $3,083-39.7% | $2,912-36.2% | $4,660-60.1% |
| Participant deferral / active EE | $8,486 | $4,643+82.8% | $4,319+96.5% | $6,688+26.9% |
| Admin fee / account holder | $1,119 | $8,415-86.7% | $7,386-84.8% | $13,397-91.6% |