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 5-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 | $15,880 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,037 | $3,083-33.9% | $2,912-30.0% | $4,660-56.3% |
| Participant deferral / active EE | $2,504 | $4,643-46.1% | $4,319-42.0% | $6,688-62.6% |
| Admin fee / account holder | $806 | $8,415-90.4% | $7,386-89.1% | $13,397-94.0% |