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 6-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 | $76,519 | $88,751-13.8% | $81,812-6.5% | $145,922-47.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.46% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $8,312 | $3,083+169.6% | $2,912+185.4% | $4,660+78.4% |
| Participant deferral / active EE | $22,857 | $4,643+392.3% | $4,319+429.3% | $6,688+241.8% |
| Admin fee / account holder | $301 | $8,415-96.4% | $7,386-95.9% | $13,397-97.8% |