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 | $19,970 | $105,998-81.2% | $92,233-78.3% | $147,584-86.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 27.35% | 50.05%-22.7pp | 176.28%-148.9pp | 578.55%-551.2pp |
| Employer contribution / active EE | $2,044 | $4,333-52.8% | $3,679-44.4% | $4,876-58.1% |
| Participant deferral / active EE | $4,350 | $4,478-2.9% | $3,897+11.6% | $5,439-20.0% |
| Admin fee / account holder | $473 | $6,332-92.5% | $5,194-90.9% | $10,885-95.7% |