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 | $64,760 | $102,604-36.9% | $86,188-24.9% | $139,434-53.6% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 14.05% | 1922.51%-1908.5pp | 1168.45%-1154.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,763 | $3,032+24.1% | $2,380+58.1% | $4,751-20.8% |
| Participant deferral / active EE | $6,881 | $4,676+47.2% | $3,985+72.7% | $6,710+2.5% |
| Admin fee / account holder | $16,587 | $8,657+91.6% | $6,852+142.1% | $11,403+45.5% |