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 | $81,524 | $88,751-8.1% | $81,812-0.4% | $145,922-44.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.58% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,469 | $3,083-19.9% | $2,912-15.2% | $4,660-47.0% |
| Participant deferral / active EE | $9,034 | $4,643+94.6% | $4,319+109.2% | $6,688+35.1% |
| Admin fee / account holder | $2,935 | $8,415-65.1% | $7,386-60.3% | $13,397-78.1% |