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 | $78,591 | $100,852-22.1% | $90,404-13.1% | $158,922-50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.34% | 1724.20%-1709.9pp | 1293.02%-1278.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $6,321 | $3,689+71.4% | $3,262+93.8% | $4,761+32.8% |
| Participant deferral / active EE | $8,420 | $4,348+93.6% | $3,963+112.4% | $5,982+40.7% |
| Admin fee / account holder | $2,757 | $6,501-57.6% | $5,611-50.9% | $11,246-75.5% |