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 | $103,456 | $171,865-39.8% | $149,718-30.9% | $147,584-29.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.90% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $8,253 | $6,275+31.5% | $5,445+51.6% | $4,876+69.3% |
| Participant deferral / active EE | $12,155 | $7,271+67.2% | $6,569+85.0% | $5,439+123.5% |
| Admin fee / account holder | $11,050 | $13,799-19.9% | $11,283-2.1% | $10,885+1.5% |