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 | $65,680 | $44,850+46.4% | $60,547+8.5% | $59,632+10.1% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 1.64% | 1074.14%-1072.5pp | 335.64%-334.0pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $3,229 | $1,462+120.9% | $2,419+33.5% | $2,203+46.6% |
| Participant deferral / active EE | $5,373 | $2,230+141.0% | $3,328+61.5% | $3,192+68.4% |
| Admin fee / account holder | $1,135 | $3,635-68.8% | $4,536-75.0% | $4,297-73.6% |