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 | $42,596 | $105,998-59.8% | $92,233-53.8% | $147,584-71.1% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 12.56% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,393 | $4,333-44.8% | $3,679-35.0% | $4,876-50.9% |
| Participant deferral / active EE | $6,987 | $4,478+56.0% | $3,897+79.3% | $5,439+28.5% |
| Admin fee / account holder | $3,923 | $6,332-38.0% | $5,194-24.5% | $10,885-64.0% |