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 5-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 | $124,590 | $102,604+21.4% | $86,188+44.6% | $139,434-10.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.66% | 1922.51%-1901.8pp | 1168.45%-1147.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $12,748 | $3,032+320.4% | $2,380+435.6% | $4,751+168.3% |
| Participant deferral / active EE | $7,892 | $4,676+68.8% | $3,985+98.0% | $6,710+17.6% |
| Admin fee / account holder | $898 | $8,657-89.6% | $6,852-86.9% | $11,403-92.1% |