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 6-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 | $78,433 | $96,305-18.6% | $80,569-2.7% | $139,434-43.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.35% | 1350.08%-1332.7pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $12,129 | $3,262+271.8% | $2,723+345.3% | $4,751+155.3% |
| Participant deferral / active EE | $3,722 | $5,232-28.9% | $4,447-16.3% | $6,710-44.5% |
| Admin fee / account holder | $1,638 | $6,599-75.2% | $5,377-69.5% | $11,403-85.6% |