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 | $104,185 | $185,200-43.7% | $142,863-27.1% | $167,490-37.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 13.51% | 8555.70%-8542.2pp | 5637.54%-5624.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,470 | $5,604-55.9% | $4,144-40.4% | $4,837-48.9% |
| Participant deferral / active EE | $6,267 | $4,494+39.5% | $3,837+63.3% | $6,341-1.2% |
| Admin fee / account holder | $2,108 | $8,031-73.8% | $6,560-67.9% | $12,309-82.9% |