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 | $180,755 | $100,852+79.2% | $90,404+99.9% | $158,922+13.7% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 9.86% | 1724.20%-1714.3pp | 1293.02%-1283.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,481 | $3,689-59.9% | $3,262-54.6% | $4,761-68.9% |
| Participant deferral / active EE | $8,711 | $4,348+100.3% | $3,963+119.8% | $5,982+45.6% |
| Admin fee / account holder | $669 | $6,501-89.7% | $5,611-88.1% | $11,246-94.1% |