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 5-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 | $48,265 | $58,208-17.1% | $81,812-41.0% | $80,856-40.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 94.47% | 41.66%+52.8pp | 773.79%-679.3pp | 35.59%+58.9pp |
| Employer contribution / active EE | $3,064 | $2,340+30.9% | $2,912+5.2% | $2,755+11.2% |
| Participant deferral / active EE | $4,613 | $3,281+40.6% | $4,319+6.8% | $4,296+7.4% |
| Admin fee / account holder | $1,738 | $4,981-65.1% | $7,386-76.5% | $6,918-74.9% |