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 | $81,929 | $88,751-7.7% | $81,812+0.1% | $145,922-43.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.64% | 1025.40%-1010.8pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $14,824 | $3,083+380.8% | $2,912+409.0% | $4,660+218.1% |
| Participant deferral / active EE | $14,675 | $4,643+216.1% | $4,319+239.8% | $6,688+119.4% |
| Admin fee / account holder | $423 | $8,415-95.0% | $7,386-94.3% | $13,397-96.8% |