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 | $148,646 | $88,751+67.5% | $81,812+81.7% | $145,922+1.9% |
| Participation rate | 87.0% | 75.0%+11.9pp | 72.3%+14.6pp | 80.3%+6.7pp |
| Annual return | 36.02% | 1025.40%-989.4pp | 773.79%-737.8pp | 561.29%-525.3pp |
| Employer contribution / active EE | $11,105 | $3,083+260.2% | $2,912+281.3% | $4,660+138.3% |
| Participant deferral / active EE | $11,807 | $4,643+154.3% | $4,319+173.4% | $6,688+76.5% |
| Admin fee / account holder | $8,305 | $8,415-1.3% | $7,386+12.4% | $13,397-38.0% |