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 6-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 | $63,151 | $70,756-10.7% | $65,493-3.6% | $142,382-55.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.57% | 1754.89%-1735.3pp | 982.45%-962.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $16,488 | $2,881+472.4% | $2,574+540.5% | $4,299+283.5% |
| Participant deferral / active EE | $4,100 | $4,637-11.6% | $3,961+3.5% | $6,507-37.0% |
| Admin fee / account holder | $1,822 | $6,559-72.2% | $5,028-63.8% | $12,624-85.6% |