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 8-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 | $19,834 | $100,852-80.3% | $90,404-78.1% | $158,922-87.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 106.11% | 1724.20%-1618.1pp | 1293.02%-1186.9pp | 302.83%-196.7pp |
| Employer contribution / active EE | $3,155 | $3,689-14.5% | $3,262-3.3% | $4,761-33.7% |
| Participant deferral / active EE | $4,991 | $4,348+14.8% | $3,963+25.9% | $5,982-16.6% |
| Admin fee / account holder | $13,797 | $6,501+112.2% | $5,611+145.9% | $11,246+22.7% |