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 | $66,973 | $81,625-18.0% | $58,482+14.5% | $139,434-52.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 7404.20%-7383.3pp | 4239.32%-4218.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,173 | $1,398-16.1% | $1,053+11.3% | $4,751-75.3% |
| Participant deferral / active EE | $1,426 | $2,557-44.2% | $1,924-25.9% | $6,710-78.7% |
| Admin fee / account holder | $2,015 | $3,265-38.3% | $2,516-19.9% | $11,403-82.3% |