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 | $31,276 | $105,998-70.5% | $92,233-66.1% | $147,584-78.8% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 24.85% | 50.05%-25.2pp | 176.28%-151.4pp | 578.55%-553.7pp |
| Employer contribution / active EE | $2,330 | $4,333-46.2% | $3,679-36.7% | $4,876-52.2% |
| Participant deferral / active EE | $5,968 | $4,478+33.3% | $3,897+53.2% | $5,439+9.7% |
| Admin fee / account holder | $1,805 | $6,332-71.5% | $5,194-65.2% | $10,885-83.4% |