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 | $59,231 | $81,625-27.4% | $58,482+1.3% | $139,434-57.5% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 10.44% | 7404.20%-7393.8pp | 4239.32%-4228.9pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,052 | $1,398+46.8% | $1,053+94.8% | $4,751-56.8% |
| Participant deferral / active EE | $6,429 | $2,557+151.4% | $1,924+234.2% | $6,710-4.2% |
| Admin fee / account holder | $2,673 | $3,265-18.2% | $2,516+6.2% | $11,403-76.6% |