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 | $27,081 | $84,695-68.0% | $73,843-63.3% | $125,391-78.4% |
| Participation rate | 90.9% | 76.8%+14.2pp | 73.4%+17.5pp | 83.2%+7.7pp |
| Annual return | 142.38% | 3123.53%-2981.1pp | 2267.84%-2125.5pp | 282.22%-139.8pp |
| Employer contribution / active EE | $5,526 | $3,123+76.9% | $2,787+98.3% | $4,866+13.6% |
| Participant deferral / active EE | $4,492 | $3,992+12.5% | $3,583+25.4% | $5,352-16.1% |
| Admin fee / account holder | $726 | $5,691-87.2% | $4,880-85.1% | $9,540-92.4% |