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 | $54,246 | $102,604-47.1% | $86,188-37.1% | $139,434-61.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.93% | 1922.51%-1910.6pp | 1168.45%-1156.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $7,550 | $3,032+149.0% | $2,380+217.2% | $4,751+58.9% |
| Participant deferral / active EE | $4,375 | $4,676-6.4% | $3,985+9.8% | $6,710-34.8% |
| Admin fee / account holder | $797 | $8,657-90.8% | $6,852-88.4% | $11,403-93.0% |