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 | $81,133 | $88,751-8.6% | $81,812-0.8% | $145,922-44.4% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 19.34% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,120 | $3,083+33.6% | $2,912+41.5% | $4,660-11.6% |
| Participant deferral / active EE | $4,442 | $4,643-4.3% | $4,319+2.8% | $6,688-33.6% |
| Admin fee / account holder | $1,198 | $8,415-85.8% | $7,386-83.8% | $13,397-91.1% |