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 | $47,749 | $111,724-57.3% | $93,606-49.0% | $145,922-67.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 92.50% | 202.98%-110.5pp | 133.20%-40.7pp | 561.29%-468.8pp |
| Employer contribution / active EE | $3,746 | $3,090+21.2% | $2,420+54.8% | $4,660-19.6% |
| Participant deferral / active EE | $3,500 | $4,912-28.7% | $4,411-20.7% | $6,688-47.7% |
| Admin fee / account holder | $834 | $10,250-91.9% | $8,285-89.9% | $13,397-93.8% |