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 | $162,594 | $102,604+58.5% | $86,188+88.7% | $139,434+16.6% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 13.53% | 1922.51%-1909.0pp | 1168.45%-1154.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $13,928 | $3,032+359.3% | $2,380+485.2% | $4,751+193.2% |
| Participant deferral / active EE | $9,933 | $4,676+112.4% | $3,985+149.2% | $6,710+48.0% |
| Admin fee / account holder | $3,633 | $8,657-58.0% | $6,852-47.0% | $11,403-68.1% |