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 | $150,250 | $96,305+56.0% | $80,569+86.5% | $139,434+7.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.34% | 1350.08%-1333.7pp | 935.43%-919.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $9,178 | $3,262+181.4% | $2,723+237.0% | $4,751+93.2% |
| Participant deferral / active EE | $10,546 | $5,232+101.6% | $4,447+137.1% | $6,710+57.2% |
| Admin fee / account holder | $2,413 | $6,599-63.4% | $5,377-55.1% | $11,403-78.8% |