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 | $40,618 | $90,600-55.2% | $79,464-48.9% | $135,375-70.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.92% | 977.43%-967.5pp | 718.14%-708.2pp | 519.73%-509.8pp |
| Employer contribution / active EE | $4,924 | $3,068+60.5% | $2,800+75.8% | $4,779+3.0% |
| Participant deferral / active EE | $6,162 | $4,050+52.1% | $3,704+66.4% | $5,609+9.9% |
| Admin fee / account holder | $39,102 | $5,907+562.0% | $5,113+664.8% | $10,827+261.2% |