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 | $80,074 | $105,998-24.5% | $92,233-13.2% | $147,584-45.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.64% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,951 | $4,333-55.0% | $3,679-47.0% | $4,876-60.0% |
| Participant deferral / active EE | $5,112 | $4,478+14.2% | $3,897+31.2% | $5,439-6.0% |
| Admin fee / account holder | $1,649 | $6,332-74.0% | $5,194-68.2% | $10,885-84.9% |