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 7-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 | $29,045 | $88,751-67.3% | $81,812-64.5% | $145,922-80.1% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 59.26% | 1025.40%-966.1pp | 773.79%-714.5pp | 561.29%-502.0pp |
| Employer contribution / active EE | $2,140 | $3,083-30.6% | $2,912-26.5% | $4,660-54.1% |
| Participant deferral / active EE | $5,030 | $4,643+8.3% | $4,319+16.5% | $6,688-24.8% |
| Admin fee / account holder | $4,142 | $8,415-50.8% | $7,386-43.9% | $13,397-69.1% |