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 | $33,588 | $105,998-68.3% | $92,233-63.6% | $147,584-77.2% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 9.78% | 50.05%-40.3pp | 176.28%-166.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,731 | $4,333-60.1% | $3,679-53.0% | $4,876-64.5% |
| Participant deferral / active EE | $3,177 | $4,478-29.1% | $3,897-18.5% | $5,439-41.6% |
| Admin fee / account holder | $7,593 | $6,332+19.9% | $5,194+46.2% | $10,885-30.2% |