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 6-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 | $56,771 | $102,317-44.5% | $146,958-61.4% | $80,856-29.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 43.44% | 134.76%-91.3pp | 418.34%-374.9pp | 35.59%+7.8pp |
| Employer contribution / active EE | $10,805 | $3,713+191.0% | $4,933+119.0% | $2,755+292.2% |
| Participant deferral / active EE | $10,761 | $6,644+62.0% | $8,070+33.4% | $4,296+150.5% |
| Admin fee / account holder | $1,004 | $7,941-87.4% | $12,998-92.3% | $6,918-85.5% |