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 | $31,973 | $105,998-69.8% | $92,233-65.3% | $147,584-78.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.39% | 50.05%-25.7pp | 176.28%-151.9pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,475 | $4,333-42.9% | $3,679-32.7% | $4,876-49.3% |
| Participant deferral / active EE | $3,910 | $4,478-12.7% | $3,897+0.3% | $5,439-28.1% |
| Admin fee / account holder | $2,181 | $6,332-65.6% | $5,194-58.0% | $10,885-80.0% |