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 | $36,585 | $105,998-65.5% | $92,233-60.3% | $147,584-75.2% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 9.98% | 50.05%-40.1pp | 176.28%-166.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,051 | $4,333-75.7% | $3,679-71.4% | $4,876-78.4% |
| Participant deferral / active EE | $2,315 | $4,478-48.3% | $3,897-40.6% | $5,439-57.4% |
| Admin fee / account holder | $1,451 | $6,332-77.1% | $5,194-72.1% | $10,885-86.7% |