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 | $74,791 | $100,852-25.8% | $90,404-17.3% | $158,922-52.9% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 20.41% | 1724.20%-1703.8pp | 1293.02%-1272.6pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,670 | $3,689-54.7% | $3,262-48.8% | $4,761-64.9% |
| Participant deferral / active EE | $3,609 | $4,348-17.0% | $3,963-8.9% | $5,982-39.7% |
| Admin fee / account holder | $434 | $6,501-93.3% | $5,611-92.3% | $11,246-96.1% |