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 | $23,630 | $105,998-77.7% | $92,233-74.4% | $147,584-84.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.17% | 50.05%-34.9pp | 176.28%-161.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,344 | $4,333-22.8% | $3,679-9.1% | $4,876-31.4% |
| Participant deferral / active EE | $7,463 | $4,478+66.7% | $3,897+91.5% | $5,439+37.2% |
| Admin fee / account holder | $5,091 | $6,332-19.6% | $5,194-2.0% | $10,885-53.2% |