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 | $54,095 | $85,202-36.5% | $172,739-68.7% | $72,985-25.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 56.91% | 27.32%+29.6pp | 802.84%-745.9pp | 81.00%-24.1pp |
| Employer contribution / active EE | $2,095 | $3,324-37.0% | $5,143-59.3% | $2,440-14.1% |
| Participant deferral / active EE | $5,585 | $3,260+71.3% | $5,198+7.4% | $3,607+54.8% |
| Admin fee / account holder | $457 | $5,884-92.2% | $13,954-96.7% | $5,124-91.1% |