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 | $137,918 | $84,695+62.8% | $73,843+86.8% | $125,391+10.0% |
| Participation rate | 93.8% | 76.8%+17.0pp | 73.4%+20.3pp | 83.2%+10.6pp |
| Annual return | 0.53% | 3123.53%-3123.0pp | 2267.84%-2267.3pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,983 | $3,123-36.5% | $2,787-28.9% | $4,866-59.3% |
| Participant deferral / active EE | $5,471 | $3,992+37.0% | $3,583+52.7% | $5,352+2.2% |
| Admin fee / account holder | $3,660 | $5,691-35.7% | $4,880-25.0% | $9,540-61.6% |