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 | $77,393 | $70,587+9.6% | $124,672-37.9% | $85,850-9.8% |
| Participation rate | 85.7% | 64.4%+21.3pp | 74.6%+11.1pp | 69.3%+16.4pp |
| Annual return | 14.68% | 20688.83%-20674.2pp | 5142.93%-5128.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $580 | $1,913-69.7% | $3,324-82.5% | $2,565-77.4% |
| Participant deferral / active EE | $2,512 | $2,969-15.4% | $4,614-45.6% | $3,952-36.4% |
| Admin fee / account holder | $15,064 | $5,282+185.2% | $7,493+101.0% | $6,260+140.6% |