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 4-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 | $66,821 | $88,751-24.7% | $81,812-18.3% | $145,922-54.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.94% | 1025.40%-1013.5pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $5,414 | $3,083+75.6% | $2,912+85.9% | $4,660+16.2% |
| Participant deferral / active EE | $8,192 | $4,643+76.4% | $4,319+89.7% | $6,688+22.5% |
| Admin fee / account holder | $2,008 | $8,415-76.1% | $7,386-72.8% | $13,397-85.0% |