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 | $142,035 | $84,695+67.7% | $73,843+92.3% | $125,391+13.3% |
| Participation rate | 81.8% | 76.8%+5.1pp | 73.4%+8.4pp | 83.2%-1.4pp |
| Annual return | 327.09% | 3123.53%-2796.4pp | 2267.84%-1940.7pp | 282.22%+44.9pp |
| Employer contribution / active EE | $7,916 | $3,123+153.4% | $2,787+184.0% | $4,866+62.7% |
| Participant deferral / active EE | $5,273 | $3,992+32.1% | $3,583+47.2% | $5,352-1.5% |
| Admin fee / account holder | $18,027 | $5,691+216.7% | $4,880+269.4% | $9,540+88.9% |