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 | $58,281 | $99,020-41.1% | $86,590-32.7% | $147,584-60.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.34% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,123 | $3,132-32.2% | $2,839-25.2% | $4,876-56.5% |
| Participant deferral / active EE | $2,602 | $3,972-34.5% | $3,609-27.9% | $5,439-52.2% |
| Admin fee / account holder | $11,423 | $5,710+100.0% | $4,906+132.9% | $10,885+4.9% |