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 | $94,378 | $99,079-4.7% | $77,999+21.0% | $273,961-65.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.98% | 217.93%-215.9pp | 425.96%-424.0pp | 41.45%-39.5pp |
| Employer contribution / active EE | $8,026 | $3,308+142.6% | $2,470+224.9% | $4,869+64.8% |
| Participant deferral / active EE | $4,158 | $4,306-3.4% | $3,497+18.9% | $5,287-21.3% |
| Admin fee / account holder | $27,154 | $8,954+203.3% | $5,480+395.5% | $10,132+168.0% |