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 | $82,101 | $100,852-18.6% | $90,404-9.2% | $158,922-48.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.83% | 1724.20%-1715.4pp | 1293.02%-1284.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $5,695 | $3,689+54.4% | $3,262+74.6% | $4,761+19.6% |
| Participant deferral / active EE | $3,290 | $4,348-24.3% | $3,963-17.0% | $5,982-45.0% |
| Admin fee / account holder | $5,067 | $6,501-22.1% | $5,611-9.7% | $11,246-54.9% |