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 | $60,986 | $96,305-36.7% | $80,569-24.3% | $139,434-56.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.91% | 1350.08%-1335.2pp | 935.43%-920.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $5,502 | $3,262+68.7% | $2,723+102.0% | $4,751+15.8% |
| Participant deferral / active EE | $3,572 | $5,232-31.7% | $4,447-19.7% | $6,710-46.8% |
| Admin fee / account holder | $2,601 | $6,599-60.6% | $5,377-51.6% | $11,403-77.2% |