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 3-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 | $21,143 | $88,751-76.2% | $81,812-74.2% | $145,922-85.5% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 431.70% | 1025.40%-593.7pp | 773.79%-342.1pp | 561.29%-129.6pp |
| Employer contribution / active EE | $2,547 | $3,083-17.4% | $2,912-12.6% | $4,660-45.3% |
| Participant deferral / active EE | $3,117 | $4,643-32.9% | $4,319-27.8% | $6,688-53.4% |
| Admin fee / account holder | $2,267 | $8,415-73.1% | $7,386-69.3% | $13,397-83.1% |