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 | $140,358 | $84,695+65.7% | $73,843+90.1% | $125,391+11.9% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | 1.51% | 3123.53%-3122.0pp | 2267.84%-2266.3pp | 282.22%-280.7pp |
| Employer contribution / active EE | $4,607 | $3,123+47.5% | $2,787+65.3% | $4,866-5.3% |
| Participant deferral / active EE | $2,199 | $3,992-44.9% | $3,583-38.6% | $5,352-58.9% |
| Admin fee / account holder | $23,635 | $5,691+315.3% | $4,880+384.3% | $9,540+147.7% |