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 8-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 | $56,468 | $58,927-4.2% | $76,817-26.5% | $72,985-22.6% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 32.15% | 2305.64%-2273.5pp | 1166.11%-1134.0pp | 81.00%-48.8pp |
| Employer contribution / active EE | $2,108 | $1,787+18.0% | $2,302-8.4% | $2,440-13.6% |
| Participant deferral / active EE | $6,054 | $2,690+125.0% | $3,336+81.5% | $3,607+67.8% |
| Admin fee / account holder | $3,926 | $4,013-2.2% | $6,420-38.8% | $5,124-23.4% |