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 | $49,796 | $90,600-45.0% | $79,464-37.3% | $135,375-63.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 62.85% | 977.43%-914.6pp | 718.14%-655.3pp | 519.73%-456.9pp |
| Employer contribution / active EE | $6,261 | $3,068+104.1% | $2,800+123.6% | $4,779+31.0% |
| Participant deferral / active EE | $6,307 | $4,050+55.7% | $3,704+70.3% | $5,609+12.4% |
| Admin fee / account holder | $7,348 | $5,907+24.4% | $5,113+43.7% | $10,827-32.1% |