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 | $33,387 | $105,998-68.5% | $92,233-63.8% | $147,584-77.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 22.66% | 50.05%-27.4pp | 176.28%-153.6pp | 578.55%-555.9pp |
| Employer contribution / active EE | $6,629 | $4,333+53.0% | $3,679+80.2% | $4,876+35.9% |
| Participant deferral / active EE | $5,304 | $4,478+18.4% | $3,897+36.1% | $5,439-2.5% |
| Admin fee / account holder | $679 | $6,332-89.3% | $5,194-86.9% | $10,885-93.8% |