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 | $67,218 | $109,817-38.8% | $98,442-31.7% | $167,490-59.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.23% | 1956.69%-1943.5pp | 1492.73%-1479.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $9,693 | $3,224+200.7% | $2,960+227.5% | $4,837+100.4% |
| Participant deferral / active EE | $11,204 | $4,673+139.7% | $4,276+162.0% | $6,341+76.7% |
| Admin fee / account holder | $1,615 | $6,753-76.1% | $5,949-72.9% | $12,309-86.9% |