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 | $53,412 | $90,600-41.0% | $79,464-32.8% | $135,375-60.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.07% | 977.43%-975.4pp | 718.14%-716.1pp | 519.73%-517.7pp |
| Employer contribution / active EE | $3,032 | $3,068-1.2% | $2,800+8.3% | $4,779-36.6% |
| Participant deferral / active EE | $3,394 | $4,050-16.2% | $3,704-8.4% | $5,609-39.5% |
| Admin fee / account holder | $2,408 | $5,907-59.2% | $5,113-52.9% | $10,827-77.8% |