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 | $104,926 | $109,817-4.5% | $98,442+6.6% | $167,490-37.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.29% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,436 | $3,224-24.4% | $2,960-17.7% | $4,837-49.6% |
| Participant deferral / active EE | $2,552 | $4,673-45.4% | $4,276-40.3% | $6,341-59.8% |
| Admin fee / account holder | $2,157 | $6,753-68.1% | $5,949-63.7% | $12,309-82.5% |