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 9-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 | $55,665 | $109,817-49.3% | $98,442-43.5% | $167,490-66.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.49% | 1956.69%-1932.2pp | 1492.73%-1468.2pp | 478.56%-454.1pp |
| Employer contribution / active EE | $7,004 | $3,224+117.2% | $2,960+136.6% | $4,837+44.8% |
| Participant deferral / active EE | $4,578 | $4,673-2.0% | $4,276+7.0% | $6,341-27.8% |
| Admin fee / account holder | $769 | $6,753-88.6% | $5,949-87.1% | $12,309-93.8% |