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 | $35,075 | $102,317-65.7% | $146,958-76.1% | $80,856-56.6% |
| Participation rate | 93.8% | 75.8%+17.9pp | 82.2%+11.6pp | 67.6%+26.1pp |
| Annual return | 42.45% | 134.76%-92.3pp | 418.34%-375.9pp | 35.59%+6.9pp |
| Employer contribution / active EE | $3,580 | $3,713-3.6% | $4,933-27.4% | $2,755+30.0% |
| Participant deferral / active EE | $7,605 | $6,644+14.5% | $8,070-5.8% | $4,296+77.0% |
| Admin fee / account holder | $4,569 | $7,941-42.5% | $12,998-64.8% | $6,918-33.9% |