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 | $64,055 | $70,756-9.5% | $65,493-2.2% | $142,382-55.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 25.68% | 1754.89%-1729.2pp | 982.45%-956.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $3,759 | $2,881+30.5% | $2,574+46.0% | $4,299-12.6% |
| Participant deferral / active EE | $11,247 | $4,637+142.5% | $3,961+183.9% | $6,507+72.8% |
| Admin fee / account holder | $6,735 | $6,559+2.7% | $5,028+33.9% | $12,624-46.7% |