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 | $26,018 | $105,998-75.5% | $92,233-71.8% | $147,584-82.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 302.68% | 50.05%+252.6pp | 176.28%+126.4pp | 578.55%-275.9pp |
| Employer contribution / active EE | $2,834 | $4,333-34.6% | $3,679-23.0% | $4,876-41.9% |
| Participant deferral / active EE | $1,203 | $4,478-73.1% | $3,897-69.1% | $5,439-77.9% |
| Admin fee / account holder | $3,748 | $6,332-40.8% | $5,194-27.8% | $10,885-65.6% |