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 | $36,145 | $105,998-65.9% | $92,233-60.8% | $147,584-75.5% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 9.97% | 50.05%-40.1pp | 176.28%-166.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $2,557 | $4,333-41.0% | $3,679-30.5% | $4,876-47.6% |
| Participant deferral / active EE | $1,636 | $4,478-63.5% | $3,897-58.0% | $5,439-69.9% |
| Admin fee / account holder | $596 | $6,332-90.6% | $5,194-88.5% | $10,885-94.5% |