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 | $139,969 | $171,865-18.6% | $149,718-6.5% | $147,584-5.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 14.19% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,589 | $6,275-74.7% | $5,445-70.8% | $4,876-67.4% |
| Participant deferral / active EE | $7,768 | $7,271+6.8% | $6,569+18.3% | $5,439+42.8% |
| Admin fee / account holder | $650 | $13,799-95.3% | $11,283-94.2% | $10,885-94.0% |