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 | $40,484 | $105,998-61.8% | $92,233-56.1% | $147,584-72.6% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 11.69% | 50.05%-38.4pp | 176.28%-164.6pp | 578.55%-566.9pp |
| Employer contribution / active EE | $4,058 | $4,333-6.3% | $3,679+10.3% | $4,876-16.8% |
| Participant deferral / active EE | $4,586 | $4,478+2.4% | $3,897+17.7% | $5,439-15.7% |
| Admin fee / account holder | $1,103 | $6,332-82.6% | $5,194-78.8% | $10,885-89.9% |