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 | $92,942 | $102,604-9.4% | $86,188+7.8% | $139,434-33.3% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 10.22% | 1922.51%-1912.3pp | 1168.45%-1158.2pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,967 | $3,032-35.2% | $2,380-17.4% | $4,751-58.6% |
| Participant deferral / active EE | $4,673 | $4,676-0.1% | $3,985+17.2% | $6,710-30.4% |
| Admin fee / account holder | $12,476 | $8,657+44.1% | $6,852+82.1% | $11,403+9.4% |