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 | $53,515 | $73,515-27.2% | $62,995-15.0% | $147,584-63.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.38% | 175.43%-166.0pp | 87.57%-78.2pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,551 | $3,320-53.3% | $2,759-43.8% | $4,876-68.2% |
| Participant deferral / active EE | $2,850 | $4,185-31.9% | $3,329-14.4% | $5,439-47.6% |
| Admin fee / account holder | $2,627 | $5,953-55.9% | $3,600-27.0% | $10,885-75.9% |