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 | $52,485 | $90,600-42.1% | $79,464-34.0% | $135,375-61.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 57.53% | 977.43%-919.9pp | 718.14%-660.6pp | 519.73%-462.2pp |
| Employer contribution / active EE | $1,716 | $3,068-44.1% | $2,800-38.7% | $4,779-64.1% |
| Participant deferral / active EE | $4,969 | $4,050+22.7% | $3,704+34.2% | $5,609-11.4% |
| Admin fee / account holder | $56,692 | $5,907+859.8% | $5,113+1008.8% | $10,827+423.6% |