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 7-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 | $28,203 | $100,852-72.0% | $90,404-68.8% | $158,922-82.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5302.25% | 1724.20%+3578.0pp | 1293.02%+4009.2pp | 302.83%+4999.4pp |
| Employer contribution / active EE | $1,710 | $3,689-53.7% | $3,262-47.6% | $4,761-64.1% |
| Participant deferral / active EE | $5,133 | $4,348+18.1% | $3,963+29.5% | $5,982-14.2% |
| Admin fee / account holder | $1,717 | $6,501-73.6% | $5,611-69.4% | $11,246-84.7% |