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 | $27,967 | $88,751-68.5% | $81,812-65.8% | $145,922-80.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 29.59% | 1025.40%-995.8pp | 773.79%-744.2pp | 561.29%-531.7pp |
| Employer contribution / active EE | $811 | $3,083-73.7% | $2,912-72.1% | $4,660-82.6% |
| Participant deferral / active EE | $3,544 | $4,643-23.7% | $4,319-17.9% | $6,688-47.0% |
| Admin fee / account holder | $3,660 | $8,415-56.5% | $7,386-50.4% | $13,397-72.7% |