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 | $85,246 | $96,305-11.5% | $80,569+5.8% | $139,434-38.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.08% | 1350.08%-1331.0pp | 935.43%-916.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,643 | $3,262-19.0% | $2,723-3.0% | $4,751-44.4% |
| Participant deferral / active EE | $11,866 | $5,232+126.8% | $4,447+166.8% | $6,710+76.8% |
| Admin fee / account holder | $1,173 | $6,599-82.2% | $5,377-78.2% | $11,403-89.7% |