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 | $118,471 | $176,662-32.9% | $130,648-9.3% | $152,861-22.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 24.58% | 2692.24%-2667.7pp | 1708.96%-1684.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,358 | $5,742-58.9% | $4,092-42.4% | $4,762-50.5% |
| Participant deferral / active EE | $2,803 | $4,361-35.7% | $3,603-22.2% | $5,850-52.1% |
| Admin fee / account holder | $10,562 | $7,133+48.1% | $5,464+93.3% | $11,596-8.9% |