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 | $69,786 | $70,587-1.1% | $124,672-44.0% | $85,850-18.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 12.32% | 20688.83%-20676.5pp | 5142.93%-5130.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $6,098 | $1,913+218.7% | $3,324+83.5% | $2,565+137.7% |
| Participant deferral / active EE | $3,486 | $2,969+17.4% | $4,614-24.5% | $3,952-11.8% |
| Admin fee / account holder | $2,002 | $5,282-62.1% | $7,493-73.3% | $6,260-68.0% |