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 | $57,561 | $70,587-18.5% | $124,672-53.8% | $85,850-33.0% |
| Participation rate | 74.2% | 64.4%+9.8pp | 74.6%-0.4pp | 69.3%+4.9pp |
| Annual return | 13.06% | 20688.83%-20675.8pp | 5142.93%-5129.9pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,226 | $1,913+68.6% | $3,324-2.9% | $2,565+25.8% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,594 | $5,282+5.9% | $7,493-25.3% | $6,260-10.6% |