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 8-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 | $32,472 | $185,200-82.5% | $142,863-77.3% | $167,490-80.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 11.15% | 8555.70%-8544.5pp | 5637.54%-5626.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,881 | $5,604-48.6% | $4,144-30.5% | $4,837-40.4% |
| Participant deferral / active EE | $2,849 | $4,494-36.6% | $3,837-25.8% | $6,341-55.1% |
| Admin fee / account holder | $1,824 | $8,031-77.3% | $6,560-72.2% | $12,309-85.2% |