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 | $92,890 | $185,200-49.8% | $142,863-35.0% | $167,490-44.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 55.17% | 8555.70%-8500.5pp | 5637.54%-5582.4pp | 478.56%-423.4pp |
| Employer contribution / active EE | $3,857 | $5,604-31.2% | $4,144-6.9% | $4,837-20.3% |
| Participant deferral / active EE | $4,410 | $4,494-1.9% | $3,837+14.9% | $6,341-30.5% |
| Admin fee / account holder | $1,915 | $8,031-76.2% | $6,560-70.8% | $12,309-84.4% |