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 | $37,190 | $84,695-56.1% | $73,843-49.6% | $125,391-70.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 74.42% | 3123.53%-3049.1pp | 2267.84%-2193.4pp | 282.22%-207.8pp |
| Employer contribution / active EE | $4,783 | $3,123+53.1% | $2,787+71.6% | $4,866-1.7% |
| Participant deferral / active EE | $4,783 | $3,992+19.8% | $3,583+33.5% | $5,352-10.6% |
| Admin fee / account holder | $312 | $5,691-94.5% | $4,880-93.6% | $9,540-96.7% |