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 | $44,870 | $84,695-47.0% | $73,843-39.2% | $125,391-64.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.70% | 3123.53%-3121.8pp | 2267.84%-2266.1pp | 282.22%-280.5pp |
| Employer contribution / active EE | $3,866 | $3,123+23.8% | $2,787+38.7% | $4,866-20.6% |
| Participant deferral / active EE | $8,047 | $3,992+101.6% | $3,583+124.6% | $5,352+50.4% |
| Admin fee / account holder | $511 | $5,691-91.0% | $4,880-89.5% | $9,540-94.6% |